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 CO5+ years Service code 50 · EIN 04-2647786 | Direct Payment | $1,147,979 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,185 | $201,404+41.1% | $93,606+203.6% | $89,569+217.3% |
| Participation rate | 96.6% | 87.5%+9.1pp | 75.8%+20.8pp | 69.6%+27.0pp |
| Annual return | 23.33% | 23.05%+0.3pp | 32.76%-9.4pp | 34.56%-11.2pp |
| Employer contribution / active EE | $13,646 | $6,528+109.0% | $2,718+402.1% | $2,584+428.0% |
| Participant deferral / active EE | $13,936 | $9,208+51.3% | $4,069+242.5% | $4,220+230.2% |
| Admin fee / account holder | $58 | $89-35.5% | $7,888-99.3% | $72-19.6% |