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 BANK1 year Filed as: CITIZENS & NORTHERN BANK C/O WEALTH Service code 26 · EIN 24-0756925 90-92 MAIN STREET · WELLSBORO, PA 16901 | Advisory (Participants) | $12,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,030 | $65,061-49.2% | $143,757-77.0% | $66,914-50.6% |
| Participation rate | 47.8% | 65.2%-17.4pp | 80.3%-32.5pp | 69.8%-22.0pp |
| Annual return | -14.19% | -11.14%-3.1pp | -0.04%-14.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,130 | $2,361-52.1% | $4,951-77.2% | $2,544-55.6% |
| Participant deferral / active EE | $2,250 | $2,919-22.9% | $5,637-60.1% | $4,237-46.9% |
| Admin fee / account holder | $169 | $502-66.3% | $14,673-98.8% | $593-71.5% |