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 CO7+ years Service code 50 · EIN 04-2647786 | Direct Payment | $722,382 |
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 | $336,835 | $239,209+40.8% | $106,548+216.1% | $106,520+216.2% |
| Participation rate | 97.1% | 89.6%+7.5pp | 76.1%+21.0pp | 71.3%+25.8pp |
| Annual return | 16.21% | 17.49%-1.3pp | 26.80%-10.6pp | 19.28%-3.1pp |
| Employer contribution / active EE | $13,335 | $6,641+100.8% | $2,819+373.1% | $2,840+369.5% |
| Participant deferral / active EE | $15,139 | $9,673+56.5% | $4,398+244.2% | $4,948+206.0% |
| Admin fee / account holder | $34 | $95-64.4% | $7,407-99.5% | $75-54.6% |