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 37 · EIN 04-2647786 FIDELITY INVESTMENTS INTL OPERATION · BOSTON, MA 02110 | Loan Processing | $34,051 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
WALTER & SHUFFAIN, P.C.3 years Service code 99 · EIN 04-3236498 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02110 | Other Fees | $24,500 |
CHUBB3 years Filed as: CHUBB INC HOLDINGS INC Service code 23 · EIN 95-2371728 436 WALNUT STREET WA03N · PHILADELPHIA, PA 19106 | Insurance services | $9,990 |
BOSTON SHIPPING ASSOC.8+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,216 | $49,693+119.8% | $70,515+54.9% | $74,419+46.8% |
| Participation rate | 90.0% | 64.7%+25.3pp | 68.3%+21.6pp | 70.7%+19.2pp |
| Annual return | 15.97% | 21.22%-5.2pp | 32.77%-16.8pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,867 | $1,773+174.5% | $2,973+63.7% | $2,637+84.5% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $284 | $316-10.2% | $6,412-95.6% | $348-18.5% |