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 | $30,469 |
SHEA LABAGH DOBBERSTEIN1 year Service code 10 · EIN 94-2290202 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,789 |
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 | $45,220 | $155,795-71.0% | $136,294-66.8% | $69,631-35.1% |
| Participation rate | 96.1% | 75.2%+20.8pp | 81.9%+14.1pp | 70.7%+25.4pp |
| Annual return | 27.31% | 232464.33%-232437.0pp | 5155.94%-5128.6pp | 27571.02%-27543.7pp |
| Employer contribution / active EE | $2,723 | $2,991-9.0% | $4,695-42.0% | $2,032+34.0% |
| Participant deferral / active EE | $11,789 | $5,394+118.6% | $6,247+88.7% | $3,224+265.7% |
| Admin fee / account holder | $25 | $128-80.6% | $9,243-99.7% | $110-77.5% |