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 37 · EIN 04-2647786 | Loan Processing | $53,299 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $59,650 | $67,984-12.3% | $65,493-8.9% | $74,304-19.7% |
| Participation rate | 82.9% | 66.3%+16.5pp | 73.1%+9.8pp | 60.3%+22.5pp |
| Annual return | 6.00% | 19.87%-13.9pp | 982.45%-976.4pp | 29.43%-23.4pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $108 | $1,373-92.1% | $5,028-97.9% | $2,969-96.4% |