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 CO1 year Filed as: FID INVSMNTS INST OPRTNS CO, LLC. Service code 37 · EIN 04-2647786 | Loan Processing | $37,456 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,778 |
FID INV INST OPS CO8+ years Filed as: FID INVSMNTS INST OPRTNS CO, INC. Service code 60 | Sub-TA Fees | $0 |
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 | $106,325 | $106,028+0.3% | $146,958-27.6% | $77,643+36.9% |
| Participation rate | 48.1% | 78.4%-30.2pp | 82.2%-34.0pp | 70.6%-22.4pp |
| Annual return | 22.35% | 56.73%-34.4pp | 418.34%-396.0pp | 31.24%-8.9pp |
| Employer contribution / active EE | $1,190 | $4,063-70.7% | $4,933-75.9% | $2,726-56.4% |
| Participant deferral / active EE | $5,318 | $7,990-33.4% | $8,070-34.1% | $4,647+14.4% |
| Admin fee / account holder | $124 | $337-63.2% | $12,998-99.0% | $430-71.1% |