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 |
|---|---|---|
Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 | Securities Custodian | $20,060 |
Service code 15 · EIN 82-1371994 | Recordkeeping | $5,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,930 | $65,041-57.1% | $90,951-69.3% | $79,858-65.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -30.17% | 30.45%-60.6pp | 134.60%-164.8pp | 31.71%-61.9pp |
| Employer contribution / active EE | $2,636 | $1,247+111.4% | $2,122+24.2% | $2,471+6.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $334 | $4,536-92.6% | $5,959-94.4% | $5,306-93.7% |