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 CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $22,797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,476 | $46,292+4.7% | $143,757-66.3% | $64,808-25.2% |
| Participation rate | 83.8% | 64.2%+19.6pp | 80.3%+3.5pp | 71.5%+12.4pp |
| Annual return | -13.84% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,505 | $1,910+135.9% | $4,951-9.0% | $2,506+79.8% |
| Participant deferral / active EE | $4,153 | $2,646+57.0% | $5,637-26.3% | $4,310-3.7% |
| Admin fee / account holder | $60 | $154-60.9% | $14,673-99.6% | $188-68.0% |