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 |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $9,544 |
BUSEY WEALTH MANAGEMENT2 years Service code 27 · EIN 37-1351376 | Advisory (Plan) | $9,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,832 | $28,109-43.7% | $71,086-77.7% | $56,287-71.9% |
| Participation rate | 47.5% | 40.4%+7.1pp | 54.7%-7.1pp | 69.9%-22.3pp |
| Annual return | -7.92% | -615.05%+607.1pp | 650.59%-658.5pp | -9.96%+2.0pp |
| Employer contribution / active EE | $289 | $558-48.2% | $1,088-73.4% | $2,111-86.3% |
| Participant deferral / active EE | $794 | $1,116-28.9% | $1,874-57.7% | $3,350-76.3% |
| Admin fee / account holder | $198 | $585-66.2% | $3,082-93.6% | $521-62.1% |