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 | $8,356 |
ORIENTAL PENSION CONSULTANTS6+ years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,323 | $54,573+34.4% | $90,951-19.4% | $73,488-0.2% |
| Participation rate | 96.8% | 61.2%+35.7pp | 69.0%+27.8pp | 70.7%+26.1pp |
| Annual return | 13.67% | 16.69%-3.0pp | 134.60%-120.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,163 | $991+219.0% | $2,122+49.1% | $2,270+39.3% |
| Participant deferral / active EE | $4,764 | $2,517+89.3% | $3,373+41.2% | $3,740+27.4% |
| Admin fee / account holder | $43 | $521-91.8% | $5,959-99.3% | $513-91.6% |