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 Service code 37 · EIN 04-2647786 | Loan Processing | $784 |
ORIENTAL PENSION CONSULTANTS3+ years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 9 reportable transactions. $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,796 | $51,466+24.0% | $78,778-19.0% | $62,292+2.4% |
| Participation rate | 94.2% | 59.8%+34.4pp | 69.2%+25.0pp | 69.5%+24.7pp |
| Annual return | 18.38% | 19.96%-1.6pp | 35.62%-17.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,972 | $827+138.3% | $1,986-0.7% | $2,042-3.4% |
| Participant deferral / active EE | $3,699 | $2,147+72.3% | $2,958+25.0% | $3,169+16.7% |
| Admin fee / account holder | $4 | $489-99.2% | $5,134-99.9% | $479-99.2% |