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 | $6,022 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,968 | $82,664+42.7% | $125,339-5.9% | $68,494+72.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -16.74% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,796 | $3,381+71.4% | $4,814+20.4% | $2,596+123.2% |
| Participant deferral / active EE | $13,234 | $6,110+116.6% | $7,446+77.7% | $4,027+228.6% |
| Admin fee / account holder | $35,699 | $6,275+468.9% | $10,010+256.6% | $5,403+560.7% |