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 10-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 CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,064 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,610 |
VERUS4 years Service code 16 · EIN 91-1320111 | Consulting | $8,731 |
THORSON BARNETT & MCDONALD, P.C.3 years Filed as: THORSON BARNETT & MCDONALD PC Service code 29 · EIN 91-1608561 | Legal | $3,690 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO 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 | $153,511 | $67,512+127.4% | $185,823-17.4% | $93,030+65.0% |
| Participation rate | 42.6% | 67.1%-24.6pp | 81.7%-39.1pp | 73.9%-31.3pp |
| Annual return | 13.36% | 21.04%-7.7pp | 122.05%-108.7pp | 158.70%-145.3pp |
| Employer contribution / active EE | $1,978 | $1,783+10.9% | $5,167-61.7% | $2,706-26.9% |
| Participant deferral / active EE | $2,349 | $3,035-22.6% | $5,568-57.8% | $4,562-48.5% |
| Admin fee / account holder | $156 | $318-50.9% | $16,237-99.0% | $152+2.8% |