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 INC3+ years Service code 55 · EIN 80-0833114 | Other Commissions | $40,504 |
MOSS ADAMS LLP1 year Service code 16 · EIN 91-0189318 | Consulting | $9,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,300 |
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 | $74,103 | $53,925+37.4% | $75,670-2.1% | $69,631+6.4% |
| Participation rate | 61.2% | 71.2%-10.0pp | 72.3%-11.1pp | 70.7%-9.4pp |
| Annual return | 19.34% | 17.84%+1.5pp | 27.34%-8.0pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $1,857 | $1,802+3.1% | $2,352-21.0% | $2,032-8.6% |
| Participant deferral / active EE | $4,327 | $2,569+68.4% | $3,142+37.7% | $3,224+34.2% |
| Admin fee / account holder | $27 | $97-72.2% | $5,800-99.5% | $110-75.5% |