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 CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $75,218 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,973 | $108,719-47.6% | $101,326-43.8% | $85,563-33.4% |
| Participation rate | 94.4% | 80.9%+13.5pp | 81.5%+12.9pp | 66.0%+28.4pp |
| Annual return | 7.57% | 20.95%-13.4pp | 36.82%-29.2pp | 31.51%-23.9pp |
| Employer contribution / active EE | $7,495 | $3,114+140.7% | $3,665+104.5% | $2,654+182.5% |
| Participant deferral / active EE | $7,589 | $8,545-11.2% | $7,994-5.1% | $4,375+73.5% |
| Admin fee / account holder | $70 | $685-89.8% | $11,185-99.4% | $834-91.6% |