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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,176 |
ABBEY STREET LLC2 years Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $70,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,792 | $71,142+17.8% | $119,609-29.9% | $64,808+29.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 79.3%+13.6pp | 71.5%+21.4pp |
| Annual return | -15.22% | -10.01%-5.2pp | -14.97%-0.3pp | 32.82%-48.0pp |
| Employer contribution / active EE | $6,023 | $2,497+141.2% | $4,232+42.3% | $2,506+140.4% |
| Participant deferral / active EE | $5,504 | $4,490+22.6% | $5,602-1.7% | $4,310+27.7% |
| Admin fee / account holder | $312 | $162+92.3% | $10,323-97.0% | $188+66.0% |