See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CNB BANK3 years Service code 27 · EIN 25-6032009 | Advisory (Plan) | $24,637 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,419 | $82,130-44.7% | $453,369-90.0% | $79,386-42.8% |
| Participation rate | 92.7% | 73.4%+19.3pp | 78.0%+14.7pp | 70.7%+21.9pp |
| Annual return | 12.96% | 345.31%-332.4pp | 64.40%-51.4pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,403 | $2,659-9.6% | $4,070-41.0% | $2,427-1.0% |
| Participant deferral / active EE | $4,595 | $4,314+6.5% | $6,209-26.0% | $4,046+13.6% |
| Admin fee / account holder | $124 | $531-76.6% | $11,209-98.9% | $626-80.1% |