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 6-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 |
|---|---|---|
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $10,818 |
Filed as: ABAR RETIREMENT PLAN SERVICES LLC Service code 14 · EIN 46-1281375 | Plan Administrator | $9,048 |
Service code 27 · EIN 41-0973005 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,404 | $78,781-84.3% | $100,516-87.7% | $73,409-83.1% |
| Participation rate | 60.6% | 80.0%-19.4pp | 79.4%-18.8pp | 72.2%-11.6pp |
| Annual return | 50.20% | 31.69%+18.5pp | 30.89%+19.3pp | 59.29%-9.1pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,357 | $6,537-48.7% | $6,270-46.5% | $3,805-11.8% |
| Admin fee / account holder | $27 | $145-81.6% | $8,081-99.7% | $158-83.0% |