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 CO8+ years Filed as: FID INVESTMENTS INS OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,669 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,631 | $84,487+311.5% | $125,339+177.4% | $66,914+419.5% |
| Participation rate | 85.7% | 76.4%+9.3pp | 82.4%+3.3pp | 69.8%+15.9pp |
| Annual return | -17.27% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $9,503 | $3,553+167.5% | $4,814+97.4% | $2,544+273.5% |
| Participant deferral / active EE | $11,397 | $6,781+68.1% | $7,446+53.1% | $4,237+169.0% |
| Admin fee / account holder | $10 | $685-98.5% | $10,010-99.9% | $593-98.3% |