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 |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Service code 55 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Other Commissions | $31,836 |
FINANCIAL TELESIS1+ years Service code 55 · EIN 68-0279977 | Other Commissions | $12,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,299 | $48,277+20.8% | $63,517-8.2% | $55,191+5.6% |
| Participation rate | 55.2% | 69.4%-14.1pp | 71.0%-15.8pp | 69.2%-13.9pp |
| Annual return | 0.32% | 2.37%-2.1pp | -70.30%+70.6pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,560 | $1,592-2.0% | $2,322-32.8% | $1,899-17.9% |
| Participant deferral / active EE | $3,683 | $2,432+51.4% | $2,953+24.7% | $3,046+20.9% |
| Admin fee / account holder | $12 | $86-85.8% | $5,892-99.8% | $91-86.6% |