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 INC3+ years Filed as: ABD RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $95,774 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $20,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$127,416 |
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 | $141,030 | $100,589+40.2% | $136,294+3.5% | $177,276-20.4% |
| Participation rate | 89.2% | 77.4%+11.8pp | 81.9%+7.3pp | 74.8%+14.4pp |
| Annual return | 22.78% | 39.18%-16.4pp | 5155.94%-5133.2pp | 21.25%+1.5pp |
| Employer contribution / active EE | $3,346 | $3,259+2.7% | $4,695-28.7% | $2,479+35.0% |
| Participant deferral / active EE | $14,419 | $5,830+147.3% | $6,247+130.8% | $3,881+271.6% |
| Admin fee / account holder | $23 | $55-58.3% | $9,243-99.8% | $154-85.2% |