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 CO5+ years Filed as: FID INVSMNTS INST OPRTNS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $22,791 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,268 | $104,317-4.8% | $159,436-37.7% | $86,799+14.4% |
| Participation rate | 40.7% | 77.7%-37.1pp | 82.8%-42.2pp | 72.3%-31.6pp |
| Annual return | 15.55% | 26.32%-10.8pp | 263.57%-248.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,658 | $6,837-46.5% | $7,352-50.2% | $4,131-11.4% |
| Admin fee / account holder | $138 | $172-19.6% | $10,799-98.7% | $170-18.3% |