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 37 · EIN 04-2647786 | Loan Processing | $2,310 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,218 | $61,156+422.0% | $185,823+71.8% | $79,386+302.1% |
| Participation rate | 92.4% | 66.6%+25.8pp | 81.7%+10.7pp | 70.7%+21.7pp |
| Annual return | 16.31% | 19.45%-3.1pp | 122.05%-105.7pp | 116.85%-100.5pp |
| Employer contribution / active EE | $19,035 | $2,321+720.3% | $5,167+268.4% | $2,427+684.1% |
| Participant deferral / active EE | $14,490 | $2,789+419.6% | $5,568+160.2% | $4,046+258.2% |
| Admin fee / account holder | $4 | $710-99.5% | $16,237-100.0% | $626-99.4% |