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 CO9+ years Filed as: FID INVESTMENTS INS OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,431 |
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 | $402,278 | $91,407+340.1% | $135,903+196.0% | $71,457+463.0% |
| Participation rate | 91.2% | 75.7%+15.5pp | 81.9%+9.3pp | 67.9%+23.3pp |
| Annual return | 20.91% | 29.90%-9.0pp | 68.23%-47.3pp | 28.85%-7.9pp |
| Employer contribution / active EE | $10,743 | $3,703+190.1% | $4,856+121.2% | $2,588+315.2% |
| Participant deferral / active EE | $12,652 | $7,092+78.4% | $7,758+63.1% | $4,289+195.0% |
| Admin fee / account holder | $9 | $1,266-99.3% | $10,762-99.9% | $1,587-99.4% |