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 |
|---|---|---|
ORIENTAL BANK1 year Service code 15 · EIN 66-0259436 | Recordkeeping | $31,429 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,310 |
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 | $21,151 | $40,174-47.4% | $84,015-74.8% | $67,579-68.7% |
| Participation rate | 46.4% | 62.7%-16.3pp | 69.0%-22.6pp | 71.3%-24.9pp |
| Annual return | 24.19% | 25.82%-1.6pp | 71.31%-47.1pp | 378.56%-354.4pp |
| Employer contribution / active EE | $866 | $808+7.3% | $1,983-56.3% | $2,148-59.7% |
| Participant deferral / active EE | $1,135 | $2,301-50.7% | $3,239-65.0% | $3,539-67.9% |
| Admin fee / account holder | $83 | $128-35.1% | $6,101-98.6% | $142-41.5% |