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 16 · EIN 04-2647786 | Consulting | $2,444 |
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 | $82,069 | $93,131-11.9% | $106,548-23.0% | $86,799-5.4% |
| Participation rate | 94.1% | 81.4%+12.6pp | 76.1%+17.9pp | 72.3%+21.8pp |
| Annual return | 111.68% | 19.45%+92.2pp | 26.80%+84.9pp | 97.91%+13.8pp |
| Employer contribution / active EE | $1,762 | $2,895-39.1% | $2,819-37.5% | $2,405-26.7% |
| Participant deferral / active EE | $2,335 | $4,708-50.4% | $4,398-46.9% | $4,131-43.5% |
| Admin fee / account holder | $3 | $145-97.9% | $7,407-100.0% | $170-98.2% |