Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,921 | $82,972+10.8% | $103,374-11.1% | $77,671+18.3% |
| Participation rate | 97.1% | 71.5%+25.5pp | 74.5%+22.6pp | 70.6%+26.5pp |
| Annual return | 14.39% | 19.14%-4.8pp | 24.89%-10.5pp | 31.21%-16.8pp |
| Employer contribution / active EE | $1,904 | $3,554-46.4% | $3,869-50.8% | $2,726-30.2% |
| Participant deferral / active EE | $6,546 | $4,108+59.3% | $5,058+29.4% | $4,648+40.8% |
| Admin fee / account holder | $55 | $639-91.5% | $8,394-99.4% | $430-87.3% |