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 37 · EIN 04-2647786 | Loan Processing | $82,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,122 | $50,982+88.5% | $154,803-37.9% | $85,563+12.3% |
| Participation rate | 99.3% | 59.8%+39.5pp | 78.1%+21.2pp | 66.0%+33.3pp |
| Annual return | 18.73% | 30.35%-11.6pp | 58.88%-40.2pp | 31.51%-12.8pp |
| Employer contribution / active EE | $6,227 | $1,708+264.5% | $4,305+44.6% | $2,654+134.7% |
| Participant deferral / active EE | $5,656 | $2,474+128.6% | $5,540+2.1% | $4,375+29.3% |
| Admin fee / account holder | $63 | $846-92.5% | $14,329-99.6% | $834-92.4% |