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 LLC2 years Filed as: ABBEY STREET Service code 17 775 PRAIRIE CENTER DRIVE · EDEN PRAIRIE, MN 55344 | Pension Consulting | $25,903 |
Service code 28 · EIN 41-0417830 | Investment Management | $1,135 |
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 | $52,652 | $91,538-42.5% | $129,995-59.5% | $75,163-29.9% |
| Participation rate | 96.7% | 71.4%+25.3pp | 78.5%+18.3pp | 67.2%+29.5pp |
| Annual return | 19.51% | -631.11%+650.6pp | -137.18%+156.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,206 | $2,845+12.7% | $4,320-25.8% | $2,670+20.1% |
| Participant deferral / active EE | $9,826 | $4,341+126.4% | $5,820+68.8% | $4,125+138.2% |
| Admin fee / account holder | $189 | $6,790-97.2% | $10,614-98.2% | $5,651-96.7% |