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 27 · EIN 80-0833114 | Advisory (Plan) | $64,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,185 | $51,288+23.2% | $81,983-22.9% | $73,409-13.9% |
| Participation rate | 64.6% | 64.0%+0.7pp | 69.2%-4.6pp | 72.2%-7.5pp |
| Annual return | 25.20% | 29.48%-4.3pp | 41.31%-16.1pp | 59.29%-34.1pp |
| Employer contribution / active EE | $2,576 | $1,487+73.2% | $2,498+3.1% | $2,234+15.3% |
| Participant deferral / active EE | $5,751 | $2,715+111.8% | $3,722+54.5% | $3,805+51.1% |
| Admin fee / account holder | $160 | $125+27.4% | $5,664-97.2% | $158+1.1% |