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 |
|---|---|---|
CITIZENS BANK3+ years Filed as: RBS CITIZENS NA Service code 55 | Other Commissions | $13,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,575 |
CITIZENS BANK3+ years Filed as: RBS CITIZENS Service code 55 RETIREMENT PLAN SERVICES · PROVIDENCE, RI 02903 | Other Commissions | $0 |
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 | $46,937 | $58,726-20.1% | $92,233-49.1% | $62,292-24.7% |
| Participation rate | 87.1% | 68.3%+18.7pp | 76.5%+10.6pp | 69.5%+17.5pp |
| Annual return | 17.77% | 43.62%-25.8pp | 176.28%-158.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,244 | $2,392-48.0% | $3,679-66.2% | $2,042-39.1% |
| Participant deferral / active EE | $2,100 | $2,766-24.1% | $3,897-46.1% | $3,169-33.7% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.7% |