See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $21,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,389 | $56,485-10.8% | $185,823-72.9% | $86,799-41.9% |
| Participation rate | 85.5% | 65.5%+20.0pp | 81.7%+3.8pp | 72.3%+13.2pp |
| Annual return | 13.36% | 118.04%-104.7pp | 122.05%-108.7pp | 97.91%-84.5pp |
| Employer contribution / active EE | $3,304 | $1,843+79.3% | $5,167-36.1% | $2,405+37.3% |
| Participant deferral / active EE | $4,122 | $2,553+61.4% | $5,568-26.0% | $4,131-0.2% |
| Admin fee / account holder | $56 | $150-62.4% | $16,237-99.7% | $170-66.8% |