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 50 · EIN 04-2647786 | Direct Payment | $44,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,684 | $46,292+359.4% | $143,757+47.9% | $64,808+228.2% |
| Participation rate | 56.3% | 64.2%-7.9pp | 80.3%-24.0pp | 71.5%-15.2pp |
| Annual return | -18.56% | -10.05%-8.5pp | -0.04%-18.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8,609 | $2,646+225.4% | $5,637+52.7% | $4,310+99.7% |
| Admin fee / account holder | $70 | $154-54.3% | $14,673-99.5% | $188-62.6% |