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 37 · EIN 04-2647786 | Loan Processing | $40,974 |
ABD RETIREMENT SERVICES INC2 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $27,356 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,205 | $73,638-38.6% | $108,410-58.3% | $79,386-43.1% |
| Participation rate | 91.5% | 77.4%+14.1pp | 80.1%+11.3pp | 70.7%+20.7pp |
| Annual return | 30.64% | 33.27%-2.6pp | 905.27%-874.6pp | 116.85%-86.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $12,809 | $6,218+106.0% | $6,563+95.2% | $4,046+216.6% |
| Admin fee / account holder | $255 | $638-60.0% | $7,295-96.5% | $626-59.3% |