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 LLC3 years Service code 27 · EIN 82-4772597 | Advisory (Plan) | $68,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,625 |
Filed as: OLSEN THIELEN & CO. LTD. Service code 10 · EIN 41-1360831 | Accounting | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,838 | $92,971+5.2% | $96,683+1.2% | $74,419+31.5% |
| Participation rate | 72.4% | 71.5%+0.9pp | 74.3%-1.9pp | 70.7%+1.7pp |
| Annual return | 12.87% | 37.49%-24.6pp | 35.69%-22.8pp | 34.38%-21.5pp |
| Employer contribution / active EE | $2,945 | $3,426-14.0% | $3,737-21.2% | $2,637+11.7% |
| Participant deferral / active EE | $5,635 | $3,970+41.9% | $4,878+15.5% | $4,528+24.4% |
| Admin fee / account holder | $376 | $633-40.7% | $6,730-94.4% | $348+8.0% |