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 BANK7 years Filed as: ORIENTAL BANK & TRUST Service code 99 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $14,255 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, PR 80111 | Investment Management | $4,018 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,250 | $49,451-44.9% | $79,550-65.7% | $66,914-59.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -15.32% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $718 | $1,266-43.3% | $2,413-70.2% | $2,544-71.8% |
| Participant deferral / active EE | $2,774 | $3,159-12.2% | $3,985-30.4% | $4,237-34.5% |
| Admin fee / account holder | $126 | $595-78.8% | $6,832-98.2% | $593-78.8% |