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 INC. Service code 26 450 SANSOME STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $5,876 |
Filed as: ABD RETIREMENT SERVICES Service code 26 3 WATERS PARK DRIVE · SAN MATEO, CA 94403 | Advisory (Participants) | $5,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,454 | $63,764+10.5% | $81,930-14.0% | $79,858-11.8% |
| Participation rate | 58.4% | 67.5%-9.1pp | 72.0%-13.6pp | 69.6%-11.2pp |
| Annual return | 15.04% | 22.66%-7.6pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $354 | $1,795-80.3% | $4,310-91.8% | $2,471-85.7% |
| Participant deferral / active EE | $4,036 | $2,780+45.2% | $7,107-43.2% | $3,740+7.9% |
| Admin fee / account holder | $170 | $4,426-96.2% | $5,158-96.7% | $5,306-96.8% |