Filed January 29, 2018
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 CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,196 | $55,415+443.5% | $155,509+93.7% | $74,495+304.3% |
| Participation rate | 48.7% | 61.9%-13.2pp | 78.2%-29.5pp | 67.2%-18.5pp |
| Annual return | 12.74% | 268.50%-255.8pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $687 | $2,267-69.7% | $4,672-85.3% | $2,623-73.8% |
| Participant deferral / active EE | $1,260 | $2,836-55.6% | $5,626-77.6% | $4,346-71.0% |
| Admin fee / account holder | $72 | $1,738-95.8% | $15,912-99.5% | $1,942-96.3% |