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 CO8 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,194 | $53,136-18.7% | $155,509-72.2% | $199,593-78.4% |
| Participation rate | 87.1% | 64.1%+23.0pp | 78.2%+8.9pp | 72.0%+15.1pp |
| Annual return | 14.99% | 41.15%-26.2pp | 64.67%-49.7pp | 34.25%-19.3pp |
| Employer contribution / active EE | $686 | $1,851-63.0% | $4,672-85.3% | $3,034-77.4% |
| Participant deferral / active EE | $4,781 | $3,161+51.3% | $5,626-15.0% | $5,087-6.0% |
| Admin fee / account holder | $9 | $185-95.1% | $15,912-99.9% | $269-96.6% |