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 CO8+ years Service code 50 · EIN 04-2647786 | Direct Payment | $876,526 |
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 | $277,988 | $185,545+49.8% | $90,749+206.3% | $89,394+211.0% |
| Participation rate | 96.3% | 85.0%+11.3pp | 75.7%+20.7pp | 71.3%+25.1pp |
| Annual return | -14.06% | -13.56%-0.5pp | -12.16%-1.9pp | -11.89%-2.2pp |
| Employer contribution / active EE | $13,119 | $7,210+82.0% | $2,921+349.1% | $3,022+334.1% |
| Participant deferral / active EE | $15,333 | $9,550+60.6% | $4,564+236.0% | $5,123+199.3% |
| Admin fee / account holder | $40 | $100-60.0% | $8,445-99.5% | $79-49.5% |