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 CO3 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $7,300 |
FID INV INST OPS CO3 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,820 | $102,317+60.1% | $146,958+11.5% | $80,856+102.6% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 7.99% | 134.76%-126.8pp | 418.34%-410.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $5,669 | $3,713+52.7% | $4,933+14.9% | $2,755+105.8% |
| Participant deferral / active EE | $13,662 | $6,644+105.6% | $8,070+69.3% | $4,296+218.0% |
| Admin fee / account holder | $4,255 | $7,941-46.4% | $12,998-67.3% | $6,918-38.5% |