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 LLC4 years Service code 27 · EIN 82-4772597 | Advisory (Plan) | $70,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,063 |
OLSEN THIELEN & CO., LTD.2 years Filed as: OLSEN THIELEN & CO. LTD. Service code 10 · EIN 41-1360831 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,236 | $82,917+14.9% | $103,333-7.8% | $77,643+22.7% |
| Participation rate | 62.2% | 71.6%-9.4pp | 74.5%-12.3pp | 70.6%-8.4pp |
| Annual return | 11.10% | 19.13%-8.0pp | 24.88%-13.8pp | 31.24%-20.1pp |
| Employer contribution / active EE | $2,641 | $3,552-25.6% | $3,868-31.7% | $2,726-3.1% |
| Participant deferral / active EE | $5,132 | $4,108+24.9% | $5,057+1.5% | $4,647+10.4% |
| Admin fee / account holder | $374 | $638-41.3% | $8,355-95.5% | $430-13.1% |