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 CO5+ years Service code 50 · EIN 04-2647786 | Direct Payment | $32,916 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $32 |
CLARK NUBER4 years Service code 10 · EIN 91-1194016 | Accounting | $0 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,714 | $62,928+212.6% | $172,739+13.9% | $67,579+191.1% |
| Participation rate | 58.1% | 64.5%-6.4pp | 82.6%-24.6pp | 71.3%-13.2pp |
| Annual return | 24.62% | 30.36%-5.7pp | 802.84%-778.2pp | 378.56%-353.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,821 | $2,145+357.9% | $5,198+89.0% | $3,539+177.5% |
| Admin fee / account holder | $54 | $167-67.8% | $13,954-99.6% | $142-62.3% |