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 CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $21,255 |
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 | $42,595 | $52,293-18.5% | $178,490-76.1% | $73,409-42.0% |
| Participation rate | 83.6% | 65.3%+18.3pp | 81.9%+1.7pp | 72.2%+11.4pp |
| Annual return | 20.87% | 34.75%-13.9pp | 151.07%-130.2pp | 59.29%-38.4pp |
| Employer contribution / active EE | $2,629 | $1,735+51.5% | $5,011-47.5% | $2,234+17.7% |
| Participant deferral / active EE | $3,450 | $2,332+47.9% | $5,202-33.7% | $3,805-9.3% |
| Admin fee / account holder | $58 | $127-54.8% | $13,984-99.6% | $158-63.5% |