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 |
|---|---|---|
ORIENTAL BANK5 years Filed as: ORIENTAL BANK & TRUST Service code 99 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $10,384 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,878 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, PR 80111 | Recordkeeping Fees | $0 |
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 | $26,461 | $54,573-51.5% | $90,951-70.9% | $73,488-64.0% |
| Participation rate | 78.7% | 61.2%+17.5pp | 69.0%+9.7pp | 70.7%+8.0pp |
| Annual return | 15.79% | 16.69%-0.9pp | 134.60%-118.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $389 | $991-60.8% | $2,122-81.7% | $2,270-82.9% |
| Participant deferral / active EE | $2,111 | $2,517-16.1% | $3,373-37.4% | $3,740-43.6% |
| Admin fee / account holder | $111 | $521-78.8% | $5,959-98.1% | $513-78.4% |