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 |
|---|---|---|
ONEIDA SAVINGS BANK1+ years Filed as: ONEIDA WEALTH MANAGEMENT Service code 26 · EIN 20-5076269 | Advisory (Participants) | $23,758 |
ONEIDA SAVINGS BANK1+ years Service code 34 · EIN 15-0405820 | Valuation (appraisals, etc.) | $5,228 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,903 | $70,667-47.8% | $123,104-70.0% | $52,331-29.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -2.00% | 6.23%-8.2pp | 13.22%-15.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $6,684 | $2,946+126.9% | $5,151+29.8% | $1,882+255.2% |
| Participant deferral / active EE | $3,881 | $4,493-13.6% | $6,230-37.7% | $3,022+28.4% |
| Admin fee / account holder | $6 | $506-98.7% | $9,015-99.9% | $592-98.9% |