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 | $31,743 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
WALTER & SHUFFAIN, P.C.5 years Service code 99 · EIN 04-3236498 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02110 | Other Fees | $25,000 |
CHUBB5 years Filed as: CHUBB INC HOLDINGS INC Service code 23 · EIN 95-2371728 436 WALNUT STREET WA03N · PHILADELPHIA, PA 19106 | Insurance services | $13,191 |
BOSTON SHIPPING ASSOC.10+ 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 | $156,360 | $57,831+170.4% | $82,389+89.8% | $85,563+82.7% |
| Participation rate | 87.8% | 55.0%+32.8pp | 69.5%+18.3pp | 66.0%+21.9pp |
| Annual return | 15.10% | 17.86%-2.8pp | 28.67%-13.6pp | 31.51%-16.4pp |
| Employer contribution / active EE | $8,073 | $1,643+391.4% | $2,517+220.7% | $2,654+204.2% |
| Participant deferral / active EE | $0 | $3,118-100.0% | $4,155-100.0% | $4,375-100.0% |
| Admin fee / account holder | $267 | $1,391-80.8% | $7,231-96.3% | $834-68.0% |