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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,632 |
CITIZENS BANK2 years Filed as: CITIZENS BANK NA Service code 27 · EIN 20-2635739 | Advisory (Plan) | $12,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $34,453 | $43,466-20.7% | $90,951-62.1% | $90,288-61.8% |
| Participation rate | 20.0% | 62.5%-42.4pp | 69.0%-49.0pp | 73.4%-53.3pp |
| Annual return | 14.18% | 25.26%-11.1pp | 134.60%-120.4pp | 53.97%-39.8pp |
| Employer contribution / active EE | $242 | $840-71.2% | $2,122-88.6% | $2,524-90.4% |
| Participant deferral / active EE | $484 | $2,138-77.4% | $3,373-85.7% | $4,232-88.6% |
| Admin fee / account holder | $43 | $92-53.6% | $5,959-99.3% | $114-62.7% |