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) | $61,650 |
WALTER & SHUFFAIN, P.C.2 years Service code 99 · EIN 04-3236498 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02110 | Other Fees | $19,500 |
CHUBB2 years Filed as: CHUBB INC HOLDINGS INC Service code 23 · EIN 95-2371728 436 WALNUT STREET WA03N · PHILADELPHIA, PA 19106 | Insurance services | $11,690 |
BOSTON SHIPPING ASSOC.7+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,836 |
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 | $91,822 | $44,764+105.1% | $68,791+33.5% | $64,808+41.7% |
| Participation rate | 89.9% | 64.8%+25.1pp | 69.0%+20.9pp | 71.5%+18.4pp |
| Annual return | -19.93% | -10.91%-9.0pp | -6.38%-13.6pp | 32.82%-52.8pp |
| Employer contribution / active EE | $4,858 | $1,775+173.6% | $2,655+83.0% | $2,506+93.9% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $267 | $151+76.5% | $4,932-94.6% | $188+42.2% |