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 CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $40,935 |
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 | $57,407 | $95,274-39.7% | $135,903-57.8% | $74,419-22.9% |
| Participation rate | 85.9% | 78.2%+7.8pp | 81.9%+4.0pp | 70.7%+15.2pp |
| Annual return | 32.06% | 32.77%-0.7pp | 68.23%-36.2pp | 34.38%-2.3pp |
| Employer contribution / active EE | $4,746 | $3,874+22.5% | $4,856-2.3% | $2,637+80.0% |
| Participant deferral / active EE | $8,471 | $7,782+8.9% | $7,758+9.2% | $4,528+87.1% |
| Admin fee / account holder | $48 | $266-82.0% | $10,762-99.6% | $348-86.2% |