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 | $672 |
ORIENTAL PENSION CONSULTANTS8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,010 | $49,451+51.7% | $79,550-5.7% | $66,914+12.1% |
| Participation rate | 69.0% | 61.3%+7.7pp | 69.5%-0.5pp | 69.8%-0.8pp |
| Annual return | -16.60% | 84.25%-100.9pp | 0.16%-16.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,731 | $1,266+194.8% | $2,413+54.6% | $2,544+46.6% |
| Participant deferral / active EE | $5,262 | $3,159+66.6% | $3,985+32.0% | $4,237+24.2% |
| Admin fee / account holder | $3 | $595-99.4% | $6,832-100.0% | $593-99.4% |