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 CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $52,252 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,897 | $52,293+446.7% | $178,490+60.2% | $73,409+289.5% |
| Participation rate | 97.4% | 65.3%+32.0pp | 81.9%+15.5pp | 72.2%+25.2pp |
| Annual return | 14.58% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $38 | $127-69.9% | $13,984-99.7% | $158-75.7% |