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 5-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 CO3 years Service code 21 · EIN 04-2647786 | Bank Trustee | $38,339 |
FID INV INST OPS CO3 years Filed as: FID INST ASSET MANAGEMENT CO Service code 28 · EIN 20-4659714 | Investment Management | $34,633 |
FIIOC1 year Service code 28 · EIN 04-6568107 | Investment Management | $28,500 |
Filed as: KESTRA FINANCIAL, INC. Service code 28 · EIN 47-1566880 | Investment Management | $7,359 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 7.05% | 8.98%-1.9pp | 52.39%-45.3pp | 9.82%-2.8pp |
| Employer contribution / active EE | $13,933 | $17,759-21.5% | $23,486-40.7% | $13,587+2.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |