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 |
|---|---|---|
CENTRAL NATIONAL BANK3+ years Service code 24 · EIN 48-1174053 | Discretionary Trustee | $9,064 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE LLC Service code 10 · EIN 32-0169227 | Accounting | $5,401 |
Service code 10 · EIN 48-0890241 | Accounting | $3,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,780 | $46,173-89.6% | $170,442-97.2% | $69,631-93.1% |
| Participation rate | 36.1% | 63.9%-27.8pp | 83.6%-47.5pp | 70.7%-34.6pp |
| Annual return | 13.43% | 21.62%-8.2pp | 205.93%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $221 | $1,610-86.3% | $5,433-95.9% | $2,032-89.1% |
| Participant deferral / active EE | $710 | $2,080-65.9% | $4,939-85.6% | $3,224-78.0% |
| Admin fee / account holder | $75 | $116-35.4% | $13,880-99.5% | $110-32.1% |