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 | $11,605 |
Filed as: CLOSED DLR-ABD RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $7,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,193 | $58,320-25.9% | $86,436-50.0% | $66,914-35.5% |
| Participation rate | 97.9% | 78.6%+19.3pp | 80.3%+17.5pp | 69.8%+28.1pp |
| Annual return | -12.68% | -9.71%-3.0pp | 4394.89%-4407.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,255 | $2,615-13.8% | $3,769-40.2% | $2,544-11.4% |
| Participant deferral / active EE | $16,001 | $6,899+131.9% | $6,952+130.2% | $4,237+277.7% |
| Admin fee / account holder | $67 | $546-87.7% | $6,731-99.0% | $593-88.7% |