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 CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $21,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,331 | $47,126+23.8% | $149,673-61.0% | $74,419-21.6% |
| Participation rate | 85.4% | 63.4%+22.0pp | 78.8%+6.6pp | 70.7%+14.7pp |
| Annual return | 17.01% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $3,435 | $1,905+80.3% | $4,818-28.7% | $2,637+30.2% |
| Participant deferral / active EE | $4,809 | $2,728+76.3% | $5,680-15.3% | $4,528+6.2% |
| Admin fee / account holder | $55 | $343-84.1% | $13,210-99.6% | $348-84.3% |