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 3-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 CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,258 | $122,709+63.2% | $88,497+126.3% | $57,658+247.3% |
| Participation rate | 96.2% | 89.9%+6.3pp | 82.4%+13.8pp | 70.2%+26.0pp |
| Annual return | 11.23% | 10.63%+0.6pp | 7.63%+3.6pp | 5.13%+6.1pp |
| Employer contribution / active EE | $3,509 | $4,531-22.6% | $4,036-13.1% | $1,974+77.8% |
| Participant deferral / active EE | $5,392 | $6,704-19.6% | $4,899+10.1% | $3,061+76.2% |
| Admin fee / account holder | $51 | $93-44.9% | $6,220-99.2% | $95-46.0% |