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 CO7+ years Service code 50 · EIN 04-2647786 | Direct Payment | $314,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,046 | $69,238+2.6% | $185,823-61.8% | $101,517-30.0% |
| Participation rate | 65.4% | 73.5%-8.2pp | 81.7%-16.3pp | 74.6%-9.2pp |
| Annual return | 37.58% | 21.26%+16.3pp | 122.05%-84.5pp | 21.00%+16.6pp |
| Employer contribution / active EE | $2,540 | $2,104+20.7% | $5,167-50.8% | $2,973-14.6% |
| Participant deferral / active EE | $3,939 | $3,764+4.7% | $5,568-29.3% | $4,873-19.2% |
| Admin fee / account holder | $57 | $66-13.9% | $16,237-99.6% | $139-59.0% |