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 15 · EIN 04-2647786 | Recordkeeping | $19,274 |
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 | $67,180 | $50,815+32.2% | $155,509-56.8% | $77,643-13.5% |
| Participation rate | 81.4% | 63.1%+18.3pp | 78.2%+3.2pp | 70.6%+10.8pp |
| Annual return | 13.35% | 34.80%-21.5pp | 64.67%-51.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $4,155 | $1,993+108.5% | $4,672-11.1% | $2,726+52.4% |
| Participant deferral / active EE | $5,276 | $2,822+87.0% | $5,626-6.2% | $4,647+13.5% |
| Admin fee / account holder | $46 | $437-89.4% | $15,912-99.7% | $430-89.3% |