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 50 · EIN 04-2647786 | Direct Payment | $70,677 |
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 | $240,834 | $47,126+411.0% | $149,673+60.9% | $74,419+223.6% |
| Participation rate | 57.1% | 63.4%-6.3pp | 78.8%-21.6pp | 70.7%-13.6pp |
| Annual return | 18.59% | 22.75%-4.2pp | 134.42%-115.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $9,261 | $2,728+239.5% | $5,680+63.0% | $4,528+104.5% |
| Admin fee / account holder | $109 | $343-68.2% | $13,210-99.2% | $348-68.7% |