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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTL OPERATION Service code 27 · EIN 04-2647786 FIDELITY INVESTMENTS INTL OPERATION · BOSTON, MA 02110 | Advisory (Plan) | $66,291 |
RUSSELL, BRIER & CO. LLP4+ years Service code 99 · EIN 04-1796830 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Other Fees | $22,325 |
BOSTON SHIPPING ASSOC.4+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,271 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,422 | $46,423+86.2% | $75,886+13.9% | $67,579+27.9% |
| Participation rate | 89.1% | 63.1%+26.0pp | 69.3%+19.8pp | 71.3%+17.8pp |
| Annual return | 3.59% | 32.29%-28.7pp | 30.76%-27.2pp | 378.56%-375.0pp |
| Employer contribution / active EE | $4,659 | $1,406+231.3% | $2,500+86.3% | $2,148+116.9% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $277 | $132+110.3% | $5,418-94.9% | $142+94.7% |