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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,176 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $34,604 | $56,095-38.3% | $178,490-80.6% | $90,288-61.7% |
| Participation rate | 85.1% | 65.6%+19.5pp | 81.9%+3.2pp | 73.4%+11.7pp |
| Annual return | 16.22% | 28.81%-12.6pp | 151.07%-134.8pp | 53.97%-37.7pp |
| Employer contribution / active EE | $589 | $1,572-62.6% | $5,011-88.2% | $2,524-76.7% |
| Participant deferral / active EE | $3,345 | $2,669+25.3% | $5,202-35.7% | $4,232-21.0% |
| Admin fee / account holder | $4 | $101-95.8% | $13,984-100.0% | $114-96.3% |