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 | $52,762 |
ABD RETIREMENT SERVICES INC3 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $29,355 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $18,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,824 | $52,670-22.5% | $90,404-54.8% | $73,409-44.4% |
| Participation rate | 93.1% | 67.7%+25.4pp | 72.7%+20.4pp | 72.2%+20.9pp |
| Annual return | 16.16% | 20.70%-4.5pp | 1293.02%-1276.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,735 | $2,807+68.7% | $3,963+19.5% | $3,805+24.4% |
| Admin fee / account holder | $204 | $117+74.8% | $5,611-96.4% | $158+29.3% |