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 LLC1 year Filed as: ABBEY STREET Service code 17 775 PRAIRIE CENTER DRIVE · EDEN PRAIRIE, MN 55344 | Pension Consulting | $21,463 |
Service code 28 · EIN 41-0417830 | Investment Management | $1,936 |
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 | $40,206 | $81,900-50.9% | $119,609-66.4% | $68,494-41.3% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.5pp | 67.9%+29.9pp |
| Annual return | -19.20% | -23.82%+4.6pp | -14.97%-4.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,705 | $2,693+0.4% | $4,232-36.1% | $2,596+4.2% |
| Participant deferral / active EE | $8,258 | $4,148+99.1% | $5,602+47.4% | $4,027+105.1% |
| Admin fee / account holder | $172 | $6,582-97.4% | $10,323-98.3% | $5,403-96.8% |