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 CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $68,998 |
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 | $67,857 | $106,028-36.0% | $146,958-53.8% | $77,643-12.6% |
| Participation rate | 92.0% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 26.05% | 56.73%-30.7pp | 418.34%-392.3pp | 31.24%-5.2pp |
| Employer contribution / active EE | $5,987 | $4,063+47.3% | $4,933+21.4% | $2,726+119.6% |
| Participant deferral / active EE | $9,898 | $7,990+23.9% | $8,070+22.7% | $4,647+113.0% |
| Admin fee / account holder | $64 | $337-81.0% | $12,998-99.5% | $430-85.1% |