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 60 · EIN 04-2647786 | Sub-TA Fees | $71,659 |
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 | $72,559 | $108,719-33.3% | $101,326-28.4% | $85,563-15.2% |
| Participation rate | 85.6% | 80.9%+4.7pp | 81.5%+4.1pp | 66.0%+19.6pp |
| Annual return | 5.60% | 20.95%-15.4pp | 36.82%-31.2pp | 31.51%-25.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $8,545-100.0% | $7,994-100.0% | $4,375-100.0% |
| Admin fee / account holder | $72 | $685-89.4% | $11,185-99.4% | $834-91.3% |