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 CO8+ years Service code 50 · EIN 04-2647786 | Direct Payment | $381,730 |
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 | $56,794 | $52,346+8.5% | $143,757-60.5% | $78,044-27.2% |
| Participation rate | 68.9% | 72.7%-3.8pp | 80.3%-11.4pp | 74.4%-5.5pp |
| Annual return | -15.63% | -14.19%-1.4pp | -0.04%-15.6pp | 10.87%-26.5pp |
| Employer contribution / active EE | $2,890 | $2,131+35.6% | $4,951-41.6% | $3,125-7.5% |
| Participant deferral / active EE | $4,339 | $3,800+14.2% | $5,637-23.0% | $5,084-14.7% |
| Admin fee / account holder | $57 | $63-10.5% | $14,673-99.6% | $79-28.1% |