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 CO10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $93,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,527 | $53,136+170.1% | $155,509-7.7% | $199,593-28.1% |
| Participation rate | 72.5% | 64.1%+8.5pp | 78.2%-5.6pp | 72.0%+0.6pp |
| Annual return | 13.91% | 41.15%-27.2pp | 64.67%-50.8pp | 34.25%-20.3pp |
| Employer contribution / active EE | $8,587 | $1,851+363.9% | $4,672+83.8% | $3,034+183.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $26 | $185-85.8% | $15,912-99.8% | $269-90.2% |