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 8-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: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $24,351 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
ADP BROKER-DEALER4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,047 | $99,957-33.9% | $149,696-55.9% | $73,488-10.1% |
| Participation rate | 63.6% | 75.7%-12.1pp | 82.5%-18.9pp | 70.7%-7.1pp |
| Annual return | 11.98% | 53.87%-41.9pp | 276.60%-264.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,610 | $6,073+58.3% | $6,842+40.5% | $3,740+157.0% |
| Admin fee / account holder | $168 | $551-69.4% | $9,309-98.2% | $513-67.2% |