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 |
|---|---|---|
ABD RETIREMENT SERVICES INC3 years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $26,664 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,600 |
ADP BROKER-DEALER6+ 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 | $50,620 | $84,487-40.1% | $125,339-59.6% | $66,914-24.4% |
| Participation rate | 65.1% | 76.4%-11.3pp | 82.4%-17.3pp | 69.8%-4.7pp |
| Annual return | -15.87% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,219 | $6,781+21.2% | $7,446+10.4% | $4,237+94.0% |
| Admin fee / account holder | $143 | $685-79.1% | $10,010-98.6% | $593-75.8% |