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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,076 |
ABD RETIREMENT SERVICES INC3 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $38,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,870 | $100,801-58.5% | $149,696-72.0% | $73,409-43.0% |
| Participation rate | 67.4% | 77.7%-10.3pp | 82.5%-15.1pp | 72.2%-4.8pp |
| Annual return | 25.24% | 265.34%-240.1pp | 276.60%-251.4pp | 59.29%-34.1pp |
| Employer contribution / active EE | $2,983 | $3,312-9.9% | $4,644-35.8% | $2,234+33.6% |
| Participant deferral / active EE | $7,132 | $6,404+11.4% | $6,842+4.2% | $3,805+87.4% |
| Admin fee / account holder | $186 | $181+3.1% | $9,309-98.0% | $158+18.1% |