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 3-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 CO3+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $209,248 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $22,400 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,158 | $67,679+136.6% | $155,509+3.0% | $99,062+61.7% |
| Participation rate | 91.7% | 67.2%+24.5pp | 78.2%+13.5pp | 71.6%+20.1pp |
| Annual return | 14.18% | 16.16%-2.0pp | 64.67%-50.5pp | 17.66%-3.5pp |
| Employer contribution / active EE | $6,261 | $2,268+176.0% | $4,672+34.0% | $3,262+91.9% |
| Participant deferral / active EE | $6,835 | $3,828+78.5% | $5,626+21.5% | $5,331+28.2% |
| Admin fee / account holder | $26 | $94-72.4% | $15,912-99.8% | $109-76.3% |