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 BANK5 years Service code 27 · EIN 25-6032009 | Advisory (Plan) | $20,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,992 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,024 | $80,138-41.3% | $130,231-63.9% | $71,457-34.2% |
| Participation rate | 89.7% | 71.0%+18.7pp | 76.3%+13.4pp | 67.9%+21.8pp |
| Annual return | 18.85% | 16.81%+2.0pp | 38.77%-19.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,618 | $2,834-7.6% | $4,126-36.5% | $2,588+1.2% |
| Participant deferral / active EE | $5,086 | $4,641+9.6% | $6,799-25.2% | $4,289+18.6% |
| Admin fee / account holder | $130 | $1,035-87.5% | $6,020-97.8% | $1,587-91.8% |