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 CO7+ years Filed as: FID INVESTMENTS INS OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,659 |
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 | $415,836 | $104,475+298.0% | $159,436+160.8% | $79,386+423.8% |
| Participation rate | 94.1% | 76.6%+17.5pp | 82.8%+11.3pp | 70.7%+23.4pp |
| Annual return | 15.10% | 67.95%-52.8pp | 263.57%-248.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $10,495 | $3,417+207.2% | $4,829+117.3% | $2,427+332.4% |
| Participant deferral / active EE | $12,757 | $6,467+97.3% | $7,352+73.5% | $4,046+215.3% |
| Admin fee / account holder | $10 | $711-98.6% | $10,799-99.9% | $626-98.4% |