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 CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,069 | $82,917-26.3% | $103,333-40.9% | $77,643-21.3% |
| Participation rate | 26.3% | 71.6%-45.3pp | 74.5%-48.3pp | 70.6%-44.3pp |
| Annual return | 14.54% | 19.13%-4.6pp | 24.88%-10.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,002 | $3,552-71.8% | $3,868-74.1% | $2,726-63.2% |
| Participant deferral / active EE | $1,920 | $4,108-53.3% | $5,057-62.0% | $4,647-58.7% |
| Admin fee / account holder | $120 | $638-81.2% | $8,355-98.6% | $430-72.1% |