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 Filed as: ABD RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $73,728 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $19,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,145 |
Form 5500 reported that benefits due were not provided when due.
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 | $120,002 | $86,372+38.9% | $123,892-3.1% | $65,292+83.8% |
| Participation rate | 88.2% | 76.9%+11.3pp | 81.4%+6.8pp | 72.4%+15.8pp |
| Annual return | 10.99% | 11.27%-0.3pp | 47.52%-36.5pp | 11.84%-0.8pp |
| Employer contribution / active EE | $3,631 | $2,838+27.9% | $4,617-21.3% | $2,302+57.8% |
| Participant deferral / active EE | $12,767 | $5,625+127.0% | $5,984+113.4% | $3,579+256.8% |
| Admin fee / account holder | $24 | $53-53.9% | $8,357-99.7% | $57-57.5% |