See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,589 |
ABD RETIREMENT SERVICES INC8+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $50,117 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,586 | $72,254+82.1% | $86,677+51.8% | $64,808+103.0% |
| Participation rate | 95.6% | 80.4%+15.2pp | 76.6%+19.0pp | 71.5%+24.1pp |
| Annual return | -17.60% | 392.42%-410.0pp | 35.91%-53.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,356 | $2,393+82.0% | $2,836+53.6% | $2,506+73.8% |
| Participant deferral / active EE | $14,165 | $4,658+204.1% | $4,656+204.3% | $4,310+228.6% |
| Admin fee / account holder | $98 | $174-43.5% | $7,493-98.7% | $188-47.6% |