See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,777 |
Service code 27 · EIN 23-1918844 | Advisory (Plan) | $13,622 |
CITIZENS BANK4+ years Filed as: RBS CITIZENS NA Service code 55 · EIN 20-2635739 | Other Commissions | $2,581 |
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 | $41,990 | $55,449-24.3% | $83,848-49.9% | $56,287-25.4% |
| Participation rate | 83.8% | 68.0%+15.8pp | 76.1%+7.6pp | 69.9%+13.9pp |
| Annual return | -7.29% | -1.38%-5.9pp | 850.88%-858.2pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,678 | $2,430-31.0% | $3,631-53.8% | $2,111-20.5% |
| Participant deferral / active EE | $2,459 | $2,935-16.2% | $4,082-39.7% | $3,350-26.6% |
| Admin fee / account holder | $164 | $656-75.0% | $5,478-97.0% | $521-68.5% |