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 INC2+ years Service code 55 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Other Commissions | $13,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
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 | $61,628 | $60,165+2.4% | $74,183-16.9% | $55,167+11.7% |
| Participation rate | 80.3% | 74.2%+6.2pp | 76.6%+3.7pp | 69.0%+11.4pp |
| Annual return | 20.20% | 10.00%+10.2pp | 17.74%+2.5pp | 169.23%-149.0pp |
| Employer contribution / active EE | $1,280 | $1,600-20.0% | $2,370-46.0% | $1,963-34.8% |
| Participant deferral / active EE | $4,486 | $2,973+50.9% | $3,550+26.4% | $3,054+46.9% |
| Admin fee / account holder | $17 | $419-95.9% | $5,586-99.7% | $504-96.5% |