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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,512 |
ABD RETIREMENT SERVICES INC1+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $39,994 |
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 | $149,844 | $160,088-6.4% | $112,977+32.6% | $73,409+104.1% |
| Participation rate | 98.3% | 90.7%+7.6pp | 82.6%+15.7pp | 72.2%+26.1pp |
| Annual return | 19.23% | 17.93%+1.3pp | 24.24%-5.0pp | 59.29%-40.1pp |
| Employer contribution / active EE | $6,031 | $5,200+16.0% | $4,255+41.8% | $2,234+170.0% |
| Participant deferral / active EE | $13,127 | $8,024+63.6% | $5,836+124.9% | $3,805+245.0% |
| Admin fee / account holder | $203 | $133+53.0% | $6,294-96.8% | $158+28.6% |