See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $36,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,164 | $55,415+30.2% | $155,509-53.6% | $74,495-3.1% |
| Participation rate | 79.8% | 61.9%+17.9pp | 78.2%+1.6pp | 67.2%+12.6pp |
| Annual return | 11.91% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,881 | $2,267-17.0% | $4,672-59.7% | $2,623-28.3% |
| Participant deferral / active EE | $3,842 | $2,836+35.5% | $5,626-31.7% | $4,346-11.6% |
| Admin fee / account holder | $169 | $1,738-90.3% | $15,912-98.9% | $1,942-91.3% |