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 INC2+ years Service code 55 · EIN 80-0833114 | Other Commissions | $36,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,705 |
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 | $62,361 | $50,106+24.5% | $70,014-10.9% | $57,658+8.2% |
| Participation rate | 59.1% | 70.9%-11.8pp | 71.8%-12.7pp | 70.2%-11.2pp |
| Annual return | 9.04% | 14.58%-5.5pp | 12.99%-3.9pp | 5.13%+3.9pp |
| Employer contribution / active EE | $1,664 | $1,739-4.3% | $2,338-28.8% | $1,974-15.7% |
| Participant deferral / active EE | $3,784 | $2,486+52.2% | $2,931+29.1% | $3,061+23.6% |
| Admin fee / account holder | $14 | $89-84.3% | $4,380-99.7% | $95-85.2% |