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 BANK6 years Service code 27 · EIN 25-6032009 | Advisory (Plan) | $24,614 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,918 | $89,248-38.5% | $136,007-59.6% | $74,495-26.3% |
| Participation rate | 88.7% | 69.4%+19.3pp | 76.5%+12.2pp | 67.2%+21.5pp |
| Annual return | 14.84% | 22.76%-7.9pp | 579.32%-564.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,505 | $2,838-11.7% | $4,217-40.6% | $2,623-4.5% |
| Participant deferral / active EE | $4,785 | $4,598+4.1% | $7,025-31.9% | $4,346+10.1% |
| Admin fee / account holder | $167 | $1,545-89.2% | $6,858-97.6% | $1,942-91.4% |