See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC2+ years Service code 55 · EIN 80-0833114 | Other Commissions | $17,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,618 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,494 | $155,795-79.1% | $136,294-76.2% | $69,631-53.3% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 70.7%+4.8pp |
| Annual return | 53.51% | 232464.33%-232410.8pp | 5155.94%-5102.4pp | 27571.02%-27517.5pp |
| Employer contribution / active EE | $1,094 | $2,991-63.4% | $4,695-76.7% | $2,032-46.2% |
| Participant deferral / active EE | $9,496 | $5,394+76.1% | $6,247+52.0% | $3,224+194.6% |
| Admin fee / account holder | $5 | $128-95.8% | $9,243-99.9% | $110-95.1% |