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 ADVISORS2 years Service code 17 · EIN 01-0488404 | Pension Consulting | $6,250 |
Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY INC · SMITHFIELD, RI 02917 | Loan Processing | -$2,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,910 | $61,156+56.8% | $185,823-48.4% | $79,386+20.8% |
| Participation rate | 97.1% | 66.6%+30.5pp | 81.7%+15.4pp | 70.7%+26.4pp |
| Annual return | 29.01% | 19.45%+9.6pp | 122.05%-93.0pp | 116.85%-87.8pp |
| Employer contribution / active EE | $1,265 | $2,321-45.5% | $5,167-75.5% | $2,427-47.9% |
| Participant deferral / active EE | $4,639 | $2,789+66.4% | $5,568-16.7% | $4,046+14.7% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.5% |