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 BANK2 years Service code 27 · EIN 25-6032009 | Advisory (Plan) | $19,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,974 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,664 | $73,823-44.9% | $379,746-89.3% | $73,488-44.7% |
| Participation rate | 95.2% | 73.1%+22.1pp | 78.4%+16.8pp | 70.7%+24.5pp |
| Annual return | 16.89% | 29.06%-12.2pp | 34.90%-18.0pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,399 | $2,472-3.0% | $3,540-32.2% | $2,270+5.7% |
| Participant deferral / active EE | $4,409 | $4,038+9.2% | $6,024-26.8% | $3,740+17.9% |
| Admin fee / account holder | $106 | $607-82.5% | $7,927-98.7% | $513-79.3% |