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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,422 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,448 |
ABD RETIREMENT SERVICES INC5 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $7,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,852 | $82,202-35.7% | $125,339-57.8% | $64,808-18.4% |
| Participation rate | 96.1% | 77.9%+18.2pp | 82.4%+13.7pp | 71.5%+24.7pp |
| Annual return | -10.48% | 3.48%-14.0pp | 572.05%-582.5pp | 32.82%-43.3pp |
| Employer contribution / active EE | $5,208 | $3,615+44.1% | $4,814+8.2% | $2,506+107.8% |
| Participant deferral / active EE | $13,496 | $7,175+88.1% | $7,446+81.2% | $4,310+213.1% |
| Admin fee / account holder | $119 | $163-27.1% | $10,010-98.8% | $188-36.6% |