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 |
|---|---|---|
CITIZENS BANK10+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $55,370 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,475 | $98,727-51.9% | $113,168-58.0% | $85,563-44.5% |
| Participation rate | 99.7% | 80.8%+18.9pp | 76.6%+23.1pp | 66.0%+33.7pp |
| Annual return | 2.98% | 17.43%-14.4pp | 24.27%-21.3pp | 31.51%-28.5pp |
| Employer contribution / active EE | $3,207 | $2,907+10.3% | $2,975+7.8% | $2,654+20.9% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $106 | $357-70.2% | $12,068-99.1% | $834-87.3% |