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 9-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 | $22,447 |
ABD RETIREMENT SERVICES INC2 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $6,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,743 | $75,388-60.5% | $123,544-75.9% | $55,725-46.6% |
| Participation rate | 57.4% | 75.7%-18.3pp | 82.3%-24.9pp | 70.9%-13.5pp |
| Annual return | 2.45% | 4.48%-2.0pp | 119.20%-116.7pp | 244.93%-242.5pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,278 | $5,651+46.5% | $6,426+28.8% | $3,356+146.7% |
| Admin fee / account holder | $68 | $120-43.1% | $9,284-99.3% | $115-40.8% |