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 | $12,881 |
BUSEY WEALTH MANAGEMENT1 year Filed as: BUSEY BANK Service code 27 · EIN 37-0613731 | Advisory (Plan) | $10,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,144 | $31,679-45.9% | $74,701-77.0% | $65,185-73.7% |
| Participation rate | 56.4% | 40.4%+16.1pp | 54.5%+2.0pp | 70.2%-13.8pp |
| Annual return | 20.30% | 39.04%-18.7pp | 752.92%-732.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $372 | $566-34.4% | $1,084-65.7% | $2,177-82.9% |
| Participant deferral / active EE | $1,028 | $1,191-13.6% | $1,964-47.6% | $3,514-70.7% |
| Admin fee / account holder | $220 | $379-41.8% | $3,333-93.4% | $847-74.0% |