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 9-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 CO2 years Filed as: FID INVSMNTS INST OPRTNS CO, LLC. Service code 37 · EIN 04-2647786 | Loan Processing | $43,885 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,820 |
FID INV INST OPS CO9+ years Filed as: FID INVSMNTS INST OPRTNS CO, INC. Service code 60 | Sub-TA Fees | $0 |
FID INVSNTS INST OPRTNS CO, INC.1 year Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,443 | $119,446-1.7% | $150,045-21.7% | $85,563+37.3% |
| Participation rate | 45.7% | 75.4%-29.7pp | 82.3%-36.6pp | 66.0%-20.3pp |
| Annual return | 13.05% | 23.72%-10.7pp | 62.55%-49.5pp | 31.51%-18.5pp |
| Employer contribution / active EE | $1,181 | $4,078-71.0% | $4,693-74.8% | $2,654-55.5% |
| Participant deferral / active EE | $5,502 | $7,985-31.1% | $7,997-31.2% | $4,375+25.7% |
| Admin fee / account holder | $163 | $548-70.1% | $13,435-98.8% | $834-80.4% |