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 9-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 |
|---|---|---|
OLD PORT ADVISORS1 year Service code 17 · EIN 04-2647786 | Pension Consulting | $5,000 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY INC · SMITHFIELD, RI 02917 | Loan Processing | $3,319 |
Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
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 | $80,739 | $58,879+37.1% | $178,490-54.8% | $73,488+9.9% |
| Participation rate | 92.4% | 66.2%+26.2pp | 81.9%+10.5pp | 70.7%+21.8pp |
| Annual return | 7.24% | 24.86%-17.6pp | 151.07%-143.8pp | 28.51%-21.3pp |
| Employer contribution / active EE | $1,290 | $2,236-42.3% | $5,011-74.3% | $2,270-43.2% |
| Participant deferral / active EE | $4,358 | $2,567+69.7% | $5,202-16.2% | $3,740+16.5% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |