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 CO1 year Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $5,342 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,948 | $82,664+377.8% | $125,339+215.1% | $68,494+476.6% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $15,449 | $3,381+356.9% | $4,814+220.9% | $2,596+495.0% |
| Participant deferral / active EE | $12,619 | $6,110+106.5% | $7,446+69.5% | $4,027+213.3% |
| Admin fee / account holder | $16,736 | $6,275+166.7% | $10,010+67.2% | $5,403+209.8% |