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 CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $164,624 |
Filed as: RAYMOND JAMES FIN SERVICES Service code 16 · EIN 59-2937883 | Consulting | $16,800 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $9,237 |
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 | $103,153 | $45,000+129.2% | $143,757-28.2% | $77,904+32.4% |
| Participation rate | 96.6% | 66.8%+29.8pp | 80.3%+16.3pp | 73.7%+23.0pp |
| Annual return | -13.63% | 29.03%-42.7pp | -0.04%-13.6pp | 12.21%-25.8pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $11,454 | $3,157+262.8% | $5,637+103.2% | $4,806+138.3% |
| Admin fee / account holder | $86 | $98-12.7% | $14,673-99.4% | $133-35.2% |