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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.
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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK1 year Filed as: RBS CITIZENS NA Service code 27 · EIN 20-2635739 | Advisory (Plan) | $20,041 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,855 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $10,000 |
Employer 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 | $51,648 | $42,383+21.9% | $76,523-32.5% | $64,186-19.5% |
| Participation rate | 96.7% | 58.1%+38.6pp | 68.0%+28.7pp | 69.6%+27.2pp |
| Annual return | -5.24% | -16.54%+11.3pp | -0.27%-5.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,575 | $2,566+117.2% | $3,835+45.4% | $3,470+60.7% |
| Admin fee / account holder | $275 | $3,198-91.4% | $4,848-94.3% | $4,888-94.4% |