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 |
|---|---|---|
O'BRIEN BELLAND & BUSHINSKY3 years Filed as: O'BRIEN FINANCIAL GROUP Service code 27 99 WEST FIRST STREET · CORNING, NY 14830 | Advisory (Plan) | $0 |
UNIFIED TRUST COMPANY, N.A.3 years Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,309 | $47,977-55.6% | $154,107-86.2% | $56,287-62.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.17% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,786 | $2,169-17.7% | $5,298-66.3% | $2,111-15.4% |
| Participant deferral / active EE | $1,769 | $2,392-26.0% | $5,081-65.2% | $3,350-47.2% |
| Admin fee / account holder | $241 | $438-44.9% | $13,411-98.2% | $521-53.7% |