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 CO2+ years Service code 50 · EIN 04-2647786 | Direct Payment | $719,590 |
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 | $218,307 | $169,122+29.1% | $77,999+179.9% | $329,111-33.7% |
| Participation rate | 98.9% | 88.4%+10.5pp | 75.5%+23.4pp | 67.9%+31.0pp |
| Annual return | 9.09% | 11.00%-1.9pp | 425.96%-416.9pp | 16.35%-7.3pp |
| Employer contribution / active EE | $13,556 | $5,827+132.6% | $2,470+448.8% | $2,303+488.5% |
| Participant deferral / active EE | $13,415 | $8,046+66.7% | $3,497+283.7% | $3,682+264.4% |
| Admin fee / account holder | $37 | $83-55.3% | $5,480-99.3% | $754-95.1% |