See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC5 years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $29,003 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,706 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,732 | $101,317-27.2% | $146,958-49.8% | $74,495-1.0% |
| Participation rate | 68.1% | 75.5%-7.4pp | 82.2%-14.0pp | 67.2%+0.9pp |
| Annual return | 18.75% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,135 | $7,303+52.5% | $8,070+38.0% | $4,346+156.2% |
| Admin fee / account holder | $142 | $1,739-91.8% | $12,998-98.9% | $1,942-92.7% |