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 | $40,056 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
WALTER & SHUFFAIN, P.C.4 years Service code 99 · EIN 04-3236498 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02110 | Other Fees | $24,500 |
CHUBB4 years Filed as: CHUBB INC HOLDINGS INC Service code 23 · EIN 95-2371728 436 WALNUT STREET WA03N · PHILADELPHIA, PA 19106 | Insurance services | $11,858 |
BOSTON SHIPPING ASSOC.9+ 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 | $135,102 | $55,416+143.8% | $75,972+77.8% | $77,643+74.0% |
| Participation rate | 89.9% | 63.6%+26.3pp | 69.1%+20.8pp | 70.6%+19.3pp |
| Annual return | 27.21% | 17.07%+10.1pp | 359.55%-332.3pp | 31.24%-4.0pp |
| Employer contribution / active EE | $5,396 | $1,788+201.8% | $2,685+101.0% | $2,726+97.9% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $282 | $414-31.9% | $6,467-95.6% | $430-34.5% |