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 |
|---|---|---|
ABBEY STREET LLC1 year Filed as: ABBEY STREET, LLC Service code 15 · EIN 82-4772597 | Recordkeeping | $23,995 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,363 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,921 | $82,917+10.9% | $103,333-11.0% | $77,643+18.4% |
| Participation rate | 97.1% | 71.6%+25.5pp | 74.5%+22.6pp | 70.6%+26.5pp |
| Annual return | 14.39% | 19.13%-4.7pp | 24.88%-10.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,904 | $3,552-46.4% | $3,868-50.8% | $2,726-30.1% |
| Participant deferral / active EE | $6,546 | $4,108+59.3% | $5,057+29.4% | $4,647+40.9% |
| Admin fee / account holder | $55 | $638-91.5% | $8,355-99.3% | $430-87.3% |