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 CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,032 |
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,878 |
VERUS6 years Service code 16 · EIN 91-1320111 | Consulting | $6,250 |
HARLOWE & FALK LLP1 year Service code 29 · EIN 11-3662832 | Legal | $5,024 |
FID INV INST OPS CO8 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 | $147,741 | $50,127+194.7% | $149,673-1.3% | $80,160+84.3% |
| Participation rate | 38.7% | 64.3%-25.6pp | 78.8%-40.1pp | 72.9%-34.2pp |
| Annual return | 18.12% | 29.82%-11.7pp | 134.42%-116.3pp | 40.38%-22.3pp |
| Employer contribution / active EE | $1,862 | $1,865-0.1% | $4,818-61.4% | $2,978-37.5% |
| Participant deferral / active EE | $2,429 | $3,194-23.9% | $5,680-57.2% | $5,017-51.6% |
| Admin fee / account holder | $142 | $153-6.7% | $13,210-98.9% | $145-1.7% |