See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $92,280 |
Service code 99 · EIN 91-2166281 | Other Fees | $20,551 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $7,125 |
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 | $82,699 | $145,877-43.3% | $150,045-44.9% | $102,872-19.6% |
| Participation rate | 91.4% | 79.8%+11.5pp | 82.3%+9.1pp | 73.0%+18.4pp |
| Annual return | 23.14% | 21.37%+1.8pp | 62.55%-39.4pp | 19.06%+4.1pp |
| Employer contribution / active EE | $6,394 | $4,710+35.8% | $4,693+36.2% | $3,526+81.3% |
| Participant deferral / active EE | $10,896 | $9,491+14.8% | $7,997+36.3% | $5,535+96.9% |
| Admin fee / account holder | $98 | $176-44.1% | $13,435-99.3% | $292-66.4% |