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 37 · EIN 04-2647786 900 SALEM STREET · SMITHFIELD, RI 02917 | Loan Processing | $2,692 |
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,338 | $55,415+510.5% | $155,509+117.6% | $74,495+354.2% |
| Participation rate | 87.2% | 61.9%+25.3pp | 78.2%+9.0pp | 67.2%+20.0pp |
| Annual return | 21.82% | 268.50%-246.7pp | 64.67%-42.9pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $17,298 | $2,267+663.0% | $4,672+270.2% | $2,623+559.5% |
| Participant deferral / active EE | $11,554 | $2,836+307.4% | $5,626+105.4% | $4,346+165.9% |
| Admin fee / account holder | $4 | $1,738-99.8% | $15,912-100.0% | $1,942-99.8% |