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 9-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 Service code 27 · EIN 80-0833114 | Advisory (Plan) | $29,407 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,334 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,239 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,149 | $100,801-57.2% | $149,696-71.2% | $73,409-41.2% |
| Participation rate | 70.4% | 77.7%-7.3pp | 82.5%-12.1pp | 72.2%-1.8pp |
| Annual return | 31.66% | 265.34%-233.7pp | 276.60%-244.9pp | 59.29%-27.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $8,798 | $6,404+37.4% | $6,842+28.6% | $3,805+131.2% |
| Admin fee / account holder | $163 | $181-9.7% | $9,309-98.2% | $158+3.4% |