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 |
|---|---|---|
Service code 16 · EIN 53-0181291 | Consulting | $12,279 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,093 | $67,679+0.6% | $155,509-56.2% | $99,062-31.3% |
| Participation rate | 92.5% | 67.2%+25.3pp | 78.2%+14.3pp | 71.6%+20.9pp |
| Annual return | 14.48% | 16.16%-1.7pp | 64.67%-50.2pp | 17.66%-3.2pp |
| Employer contribution / active EE | $141 | $2,268-93.8% | $4,672-97.0% | $3,262-95.7% |
| Participant deferral / active EE | $6,187 | $3,828+61.6% | $5,626+10.0% | $5,331+16.0% |
| Admin fee / account holder | $8 | $94-91.4% | $15,912-99.9% | $109-92.6% |