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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,589 |
ABD RETIREMENT SERVICES INC2 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $31,721 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,317 | $54,237-33.0% | $90,281-59.8% | $67,579-46.3% |
| Participation rate | 94.0% | 68.6%+25.3pp | 73.3%+20.7pp | 71.3%+22.7pp |
| Annual return | 24.34% | 37.27%-12.9pp | 78.10%-53.8pp | 378.56%-354.2pp |
| Employer contribution / active EE | $3 | $1,846-99.8% | $2,854-99.9% | $2,148-99.8% |
| Participant deferral / active EE | $4,883 | $2,625+86.0% | $3,885+25.7% | $3,539+38.0% |
| Admin fee / account holder | $178 | $123+44.6% | $5,351-96.7% | $142+25.4% |