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 | $898 |
ORIENTAL PENSION CONSULTANTS5+ years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,015 | $49,138+73.0% | $84,015+1.2% | $65,185+30.4% |
| Participation rate | 64.6% | 60.7%+3.9pp | 69.0%-4.4pp | 70.2%-5.6pp |
| Annual return | 21.43% | 23.00%-1.6pp | 71.31%-49.9pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,015 | $914+120.5% | $1,983+1.6% | $2,177-7.4% |
| Participant deferral / active EE | $4,191 | $2,397+74.8% | $3,239+29.4% | $3,514+19.3% |
| Admin fee / account holder | $6 | $543-99.0% | $6,101-99.9% | $847-99.3% |