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 7-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 64 · EIN 71-0294708 | Recordkeeping Fees | $42,442 |
ABD RETIREMENT SERVICES INC3+ years Filed as: ABD RETIREMENT SERVICES Service code 99 · EIN 80-0833114 | Other Fees | $25,043 |
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 | $43,900 | $78,781-44.3% | $100,516-56.3% | $73,409-40.2% |
| Participation rate | 90.6% | 80.0%+10.6pp | 79.4%+11.2pp | 72.2%+18.4pp |
| Annual return | 31.92% | 31.69%+0.2pp | 30.89%+1.0pp | 59.29%-27.4pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $13,751 | $6,537+110.3% | $6,270+119.3% | $3,805+261.4% |
| Admin fee / account holder | $131 | $145-9.9% | $8,081-98.4% | $158-17.0% |