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 |
|---|---|---|
FAIRFIELD NATIONAL BANK3+ years Service code 21 · EIN 31-1198067 | Bank Trustee | $14,314 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,088 | $84,233-83.3% | $170,442-91.7% | $70,131-79.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.39% | 23.06%-9.7pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $808 | $3,387-76.1% | $5,433-85.1% | $2,342-65.5% |
| Participant deferral / active EE | $2,216 | $3,086-28.2% | $4,939-55.1% | $3,332-33.5% |
| Admin fee / account holder | $104 | $5,698-98.2% | $13,880-99.2% | $4,645-97.8% |