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 |
|---|---|---|
Filed as: ABAR RETIREMENT PLAN SERVICES LLC Service code 14 · EIN 46-1281375 | Plan Administrator | $18,022 |
Filed as: MULTI-FINANCIAL SEC CORP Service code 27 · EIN 84-0858799 | Advisory (Plan) | $16,312 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,580 | $64,612-80.5% | $86,436-85.4% | $64,808-80.6% |
| Participation rate | 92.7% | 81.5%+11.2pp | 80.3%+12.4pp | 71.5%+21.2pp |
| Annual return | -2.04% | 0.66%-2.7pp | 4394.89%-4396.9pp | 32.82%-34.9pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,885 | $7,497-21.5% | $6,952-15.3% | $4,310+36.5% |
| Admin fee / account holder | $58 | $169-65.9% | $6,731-99.1% | $188-69.3% |