See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID INVESTMENTS INS OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$15,635 |
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 | $495,784 | $101,317+389.3% | $146,958+237.4% | $74,495+565.5% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 20.70% | 8730.91%-8710.2pp | 418.34%-397.6pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $11,224 | $3,810+194.6% | $4,933+127.5% | $2,623+327.9% |
| Participant deferral / active EE | $12,147 | $7,303+66.3% | $8,070+50.5% | $4,346+179.5% |
| Admin fee / account holder | -$103 | $1,739-105.9% | $12,998-100.8% | $1,942-105.3% |