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 BANK2+ years Service code 21 · EIN 31-1198067 | Bank Trustee | $19,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,420 | $52,884-44.4% | $84,750-65.3% | $55,167-46.7% |
| Participation rate | 51.4% | 67.5%-16.1pp | 76.6%-25.1pp | 69.0%-17.5pp |
| Annual return | 6.56% | 18.03%-11.5pp | 22.78%-16.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $801 | $2,233-64.1% | $3,574-77.6% | $1,963-59.2% |
| Participant deferral / active EE | $1,526 | $2,644-42.3% | $3,712-58.9% | $3,054-50.0% |
| Admin fee / account holder | $231 | $581-60.1% | $5,332-95.7% | $504-54.1% |