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 LLC5 years Service code 27 · EIN 82-4772597 | Advisory (Plan) | $70,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,507 |
OLSEN THIELEN & CO., LTD.3 years Filed as: OLSEN THIELEN & CO. LTD. Service code 10 · EIN 41-1360831 | Accounting | $18,500 |
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 | $96,333 | $95,880+0.5% | $107,525-10.4% | $85,563+12.6% |
| Participation rate | 53.3% | 70.1%-16.8pp | 75.1%-21.8pp | 66.0%-12.6pp |
| Annual return | -0.04% | 68.06%-68.1pp | 181.32%-181.4pp | 31.51%-31.6pp |
| Employer contribution / active EE | $2,390 | $3,812-37.3% | $3,754-36.3% | $2,654-9.9% |
| Participant deferral / active EE | $4,528 | $4,201+7.8% | $5,116-11.5% | $4,375+3.5% |
| Admin fee / account holder | $425 | $1,025-58.5% | $8,919-95.2% | $834-49.0% |