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 BANK7 years Filed as: CITIZENS BANK NA Service code 55 · EIN 20-2635739 | Other Commissions | $38,899 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,967 | $42,886+93.5% | $88,946-6.7% | $85,563-3.0% |
| Participation rate | 44.9% | 37.9%+6.9pp | 68.8%-24.0pp | 66.0%-21.1pp |
| Annual return | 15.00% | 44.56%-29.6pp | 57.82%-42.8pp | 31.51%-16.5pp |
| Employer contribution / active EE | $929 | $1,147-19.0% | $2,555-63.6% | $2,654-65.0% |
| Participant deferral / active EE | $2,355 | $2,108+11.7% | $4,581-48.6% | $4,375-46.2% |
| Admin fee / account holder | $21 | $2,263-99.1% | $8,261-99.7% | $834-97.4% |