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 INC1+ years Service code 55 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Other Commissions | $53,909 |
FINANCIAL TELESIS1+ years Service code 55 · EIN 68-0279977 | Other Commissions | $17,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,798 | $34,220+22.1% | $73,843-43.4% | $59,188-29.4% |
| Participation rate | 47.8% | 59.1%-11.3pp | 73.4%-25.7pp | 69.4%-21.6pp |
| Annual return | 1.62% | 3.36%-1.7pp | 2267.84%-2266.2pp | 5.51%-3.9pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,597 | $2,035+125.9% | $3,583+28.3% | $3,265+40.8% |
| Admin fee / account holder | $6 | $64-91.3% | $4,880-99.9% | $92-93.9% |