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 INC4 years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $28,073 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,205 | $91,407-28.7% | $135,903-52.0% | $71,457-8.7% |
| Participation rate | 75.2% | 75.7%-0.5pp | 81.9%-6.7pp | 67.9%+7.2pp |
| Annual return | 27.16% | 29.90%-2.7pp | 68.23%-41.1pp | 28.85%-1.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,447 | $7,092+75.5% | $7,758+60.4% | $4,289+190.2% |
| Admin fee / account holder | $152 | $1,266-88.0% | $10,762-98.6% | $1,587-90.4% |