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 BANK4 years Filed as: ORIENTAL BANK AND TRUST Service code 24 · EIN 66-0259436 | Discretionary Trustee | $8,945 |
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $5,241 |
Filed as: FIDELITY INVEST INSTIT OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,011 | $87,125-49.5% | $108,410-59.4% | $86,799-49.3% |
| Participation rate | 99.6% | 80.5%+19.1pp | 80.1%+19.5pp | 72.3%+27.4pp |
| Annual return | 13.41% | 25.21%-11.8pp | 905.27%-891.9pp | 97.91%-84.5pp |
| Employer contribution / active EE | $3,577 | $2,477+44.4% | $3,558+0.5% | $2,405+48.7% |
| Participant deferral / active EE | $3,740 | $6,944-46.1% | $6,563-43.0% | $4,131-9.5% |
| Admin fee / account holder | $13 | $130-90.0% | $7,295-99.8% | $170-92.3% |