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 15 · EIN 13-3689044 | Recordkeeping | $51,289 |
Filed as: ABD RETIREMENT SERVICES Service code 22 | Insurance Broker | $14,948 |
ABD RETIREMENT SERVICES INC7 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 22 · EIN 27-0673528 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,508 | $88,083-34.7% | $164,813-65.1% | $74,495-22.8% |
| Participation rate | 98.3% | 73.0%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 11.77% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,443 | $2,593-44.3% | $4,341-66.8% | $2,623-45.0% |
| Participant deferral / active EE | $4,816 | $4,498+7.1% | $6,031-20.2% | $4,346+10.8% |
| Admin fee / account holder | $243 | $2,234-89.1% | $12,690-98.1% | $1,942-87.5% |