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 CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,975 |
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,274 |
VERUS5 years Service code 16 · EIN 91-1320111 | Consulting | $7,507 |
FID INV INST OPS CO7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,332 | $45,000+183.0% | $143,757-11.4% | $77,904+63.4% |
| Participation rate | 40.2% | 66.8%-26.6pp | 80.3%-40.1pp | 73.7%-33.5pp |
| Annual return | -16.75% | 29.03%-45.8pp | -0.04%-16.7pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,943 | $1,870+3.9% | $4,951-60.8% | $2,848-31.8% |
| Participant deferral / active EE | $2,408 | $3,157-23.7% | $5,637-57.3% | $4,806-49.9% |
| Admin fee / account holder | $144 | $98+45.9% | $14,673-99.0% | $133+8.4% |