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 9-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 CO4+ years Filed as: FID INVSMNTS INST OPRTNS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $28,341 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,453 | $100,801-11.3% | $149,696-40.2% | $73,409+21.9% |
| Participation rate | 42.2% | 77.7%-35.5pp | 82.5%-40.2pp | 72.2%-29.9pp |
| Annual return | 22.52% | 265.34%-242.8pp | 276.60%-254.1pp | 59.29%-36.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,354 | $6,404-47.6% | $6,842-51.0% | $3,805-11.9% |
| Admin fee / account holder | $138 | $181-23.8% | $9,309-98.5% | $158-12.7% |