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 9-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 Filed as: FID INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $327,628 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $166,143 |
FID INV INST OPS CO9+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,410 | $99,062+141.7% | $136,007+76.0% | $99,062+141.7% |
| Participation rate | 97.6% | 71.6%+26.0pp | 76.5%+21.1pp | 71.6%+26.0pp |
| Annual return | 61.82% | 17.66%+44.2pp | 579.32%-517.5pp | 17.66%+44.2pp |
| Employer contribution / active EE | $5,955 | $3,262+82.6% | $4,217+41.2% | $3,262+82.6% |
| Participant deferral / active EE | $9,048 | $5,331+69.7% | $7,025+28.8% | $5,331+69.7% |
| Admin fee / account holder | $50 | $109-53.9% | $6,858-99.3% | $109-53.9% |