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 Service code 37 · EIN 04-2647786 | Loan Processing | $63,652 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,863 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $97,894 | $44,989+117.6% | $170,442-42.6% | $77,958+25.6% |
| Participation rate | 46.6% | 64.6%-18.0pp | 83.6%-37.0pp | 71.6%-25.0pp |
| Annual return | 16.75% | 19.61%-2.9pp | 205.93%-189.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $1,407 | $1,466-4.0% | $5,433-74.1% | $2,310-39.1% |
| Participant deferral / active EE | $1,571 | $2,208-28.8% | $4,939-68.2% | $3,537-55.6% |
| Admin fee / account holder | $86 | $69+24.0% | $13,880-99.4% | $97-12.2% |