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 | $13,980 |
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 | $158,521 | $53,136+198.3% | $155,509+1.9% | $199,593-20.6% |
| Participation rate | 31.4% | 64.1%-32.7pp | 78.2%-46.8pp | 72.0%-40.6pp |
| Annual return | 16.39% | 41.15%-24.8pp | 64.67%-48.3pp | 34.25%-17.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,640 | $3,161+15.2% | $5,626-35.3% | $5,087-28.4% |
| Admin fee / account holder | $10 | $185-94.9% | $15,912-99.9% | $269-96.5% |