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 Filed as: FID INVESTMENTS INS OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,695 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,708 | $99,957+254.9% | $149,696+137.0% | $73,488+382.7% |
| Participation rate | 91.2% | 75.7%+15.4pp | 82.5%+8.7pp | 70.7%+20.5pp |
| Annual return | 24.02% | 53.87%-29.8pp | 276.60%-252.6pp | 28.51%-4.5pp |
| Employer contribution / active EE | $8,619 | $3,191+170.1% | $4,644+85.6% | $2,270+279.7% |
| Participant deferral / active EE | $11,052 | $6,073+82.0% | $6,842+61.5% | $3,740+195.5% |
| Admin fee / account holder | $10 | $551-98.2% | $9,309-99.9% | $513-98.1% |