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 27 · EIN 80-0833114 | Advisory (Plan) | $58,824 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,861 |
Form 5500 reported that benefits due were not provided when due.
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 | $67,527 | $46,423+45.5% | $75,886-11.0% | $67,579-0.1% |
| Participation rate | 91.7% | 63.1%+28.7pp | 69.3%+22.4pp | 71.3%+20.4pp |
| Annual return | 25.82% | 32.29%-6.5pp | 30.76%-4.9pp | 378.56%-352.7pp |
| Employer contribution / active EE | $4,213 | $1,406+199.6% | $2,500+68.5% | $2,148+96.2% |
| Participant deferral / active EE | $9,075 | $2,564+253.9% | $3,603+151.9% | $3,539+156.4% |
| Admin fee / account holder | $188 | $132+42.4% | $5,418-96.5% | $142+31.9% |