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 8-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+ years Service code 50 · EIN 04-2647786 | Direct Payment | $128,460 |
FID INV INST OPS CO1+ years Filed as: FID INV INST OPS Service code 60 | Sub-TA Fees | $0 |
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 | $74,436 | $37,196+100.1% | $154,107-51.7% | $55,725+33.6% |
| Participation rate | 88.5% | 64.1%+24.4pp | 83.0%+5.4pp | 70.9%+17.6pp |
| Annual return | -4.93% | 1319.68%-1324.6pp | 735.12%-740.0pp | 244.93%-249.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $109 | $102+7.2% | $13,411-99.2% | $115-5.5% |