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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,725-100.0% | $68,509-100.0% | - |
| Participation rate | 0.0% | 66.5%-66.5pp | 74.7%-74.7pp | - |
| Annual return | -100.86% | 51.05%-151.9pp | 8.27%-109.1pp | - |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,278-100.0% | - |
| Participant deferral / active EE | $0 | $2,426-100.0% | $3,382-100.0% | - |
| Admin fee / account holder | $0 | $8,564-100.0% | $5,275-100.0% | - |