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 CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $22,031 |
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 | $35,820 | $62,928-43.1% | $172,739-79.3% | $67,579-47.0% |
| Participation rate | 79.6% | 64.5%+15.2pp | 82.6%-3.0pp | 71.3%+8.3pp |
| Annual return | 24.43% | 30.36%-5.9pp | 802.84%-778.4pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,268 | $1,636+38.6% | $5,143-55.9% | $2,148+5.6% |
| Participant deferral / active EE | $3,249 | $2,145+51.5% | $5,198-37.5% | $3,539-8.2% |
| Admin fee / account holder | $65 | $167-61.2% | $13,954-99.5% | $142-54.6% |