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 & NORTHERN BANK3+ years Service code 15 · EIN 24-0756925 | Recordkeeping | $28,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,778 | $28,416-76.1% | $73,545-90.8% | $69,631-90.3% |
| Participation rate | 27.1% | 38.3%-11.2pp | 54.9%-27.8pp | 70.7%-43.6pp |
| Annual return | 19.14% | -694.13%+713.3pp | -15.16%+34.3pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $148 | $430-65.7% | $1,219-87.9% | $2,032-92.7% |
| Participant deferral / active EE | $489 | $897-45.5% | $1,806-72.9% | $3,224-84.8% |
| Admin fee / account holder | $80 | $104-23.7% | $2,320-96.6% | $110-27.9% |