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 BANK4 years Service code 27 · EIN 25-6032009 | Advisory (Plan) | $22,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,243 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,887 | $69,848-50.1% | $115,756-69.9% | $66,914-47.9% |
| Participation rate | 91.6% | 70.6%+20.9pp | 77.1%+14.5pp | 69.8%+21.8pp |
| Annual return | -18.58% | 969.66%-988.2pp | 143.14%-161.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,366 | $2,613-9.5% | $3,793-37.6% | $2,544-7.0% |
| Participant deferral / active EE | $4,579 | $4,274+7.1% | $6,254-26.8% | $4,237+8.1% |
| Admin fee / account holder | $123 | $337-63.6% | $8,124-98.5% | $593-79.3% |