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 BANK2+ years Filed as: ONEIDA WEALTH MANAGEMENT Service code 26 · EIN 20-5076269 | Advisory (Participants) | $17,040 |
Filed as: INVEST FIN CORP INS AGCY OF IL Service code 26 · EIN 59-2195688 | Advisory (Participants) | $10,444 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,083 | $71,802-53.9% | $133,980-75.3% | $57,658-42.6% |
| Participation rate | 78.4% | 85.5%-7.1pp | 87.1%-8.7pp | 70.2%+8.1pp |
| Annual return | 10.77% | 13.51%-2.7pp | 29.30%-18.5pp | 5.13%+5.6pp |
| Employer contribution / active EE | $4,276 | $3,161+35.2% | $5,211-18.0% | $1,974+116.6% |
| Participant deferral / active EE | $2,873 | $4,606-37.6% | $6,282-54.3% | $3,061-6.1% |
| Admin fee / account holder | $7 | $88-92.0% | $9,324-99.9% | $95-92.5% |