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 |
|---|---|---|
CNB BANK1 year Service code 27 · EIN 25-6032009 | Advisory (Plan) | $12,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,957 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,658 | $64,919-42.0% | $392,568-90.4% | $65,185-42.2% |
| Participation rate | 94.7% | 72.0%+22.7pp | 78.1%+16.6pp | 70.2%+24.5pp |
| Annual return | 25.77% | 26.09%-0.3pp | 24.42%+1.3pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,019 | $2,374-15.0% | $3,783-46.6% | $2,177-7.2% |
| Participant deferral / active EE | $3,302 | $3,668-10.0% | $5,985-44.8% | $3,514-6.0% |
| Admin fee / account holder | $111 | $634-82.6% | $6,260-98.2% | $847-87.0% |