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 50 · EIN 04-2647786 | Direct Payment | $87,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,602 | $50,815+412.8% | $155,509+67.6% | $77,643+235.6% |
| Participation rate | 59.2% | 63.1%-3.9pp | 78.2%-19.0pp | 70.6%-11.4pp |
| Annual return | 14.93% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $12,179 | $2,822+331.6% | $5,626+116.5% | $4,647+162.1% |
| Admin fee / account holder | $128 | $437-70.8% | $15,912-99.2% | $430-70.4% |