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 10-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 |
|---|---|---|
ARONSON LLC3 years Filed as: ARONSON, LLC Service code 10 | Accounting | $5,750 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 | Recordkeeping Fees | $959 |
ABACUS BENEFIT CONSULTANTS INC6+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $831 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,793 | $66,124-44.4% | $90,404-59.3% | $73,488-49.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 19.29% | 17.65%+1.6pp | 1293.02%-1273.7pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,626 | $2,346+11.9% | $3,262-19.5% | $2,270+15.7% |
| Participant deferral / active EE | $3,587 | $3,039+18.0% | $3,963-9.5% | $3,740-4.1% |
| Admin fee / account holder | $32 | $396-91.9% | $5,611-99.4% | $513-93.8% |