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 4-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 INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $30,242 |
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 | $54,245 | $65,061-16.6% | $143,757-62.3% | $66,914-18.9% |
| Participation rate | 81.1% | 65.2%+15.9pp | 80.3%+0.8pp | 69.8%+11.3pp |
| Annual return | -14.40% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,746 | $2,361+16.3% | $4,951-44.5% | $2,544+7.9% |
| Participant deferral / active EE | $2,686 | $2,919-8.0% | $5,637-52.4% | $4,237-36.6% |
| Admin fee / account holder | $145 | $502-71.1% | $14,673-99.0% | $593-75.5% |