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 37 · EIN 04-2647786 | Loan Processing | $1,875 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $253,744 | $65,061+290.0% | $143,757+76.5% | $66,914+279.2% |
| Participation rate | 87.1% | 65.2%+21.9pp | 80.3%+6.7pp | 69.8%+17.3pp |
| Annual return | -16.44% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $18,356 | $2,361+677.6% | $4,951+270.8% | $2,544+621.5% |
| Participant deferral / active EE | $13,171 | $2,919+351.2% | $5,637+133.6% | $4,237+210.9% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |