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 BANK2+ years Filed as: RBS CITIZENS NA Service code 55 1 CITIZENS PLAZA 3RD FL · PROVIDENCE, RI 02903 | Other Commissions | $11,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,594 |
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 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 | $36,416 | $30,599+19.0% | $74,583-51.2% | $57,658-36.8% |
| Participation rate | 37.7% | 49.1%-11.4pp | 68.1%-30.4pp | 70.2%-32.5pp |
| Annual return | 16.28% | 14.24%+2.0pp | 20.47%-4.2pp | 5.13%+11.1pp |
| Employer contribution / active EE | $439 | $1,000-56.1% | $2,525-82.6% | $1,974-77.8% |
| Participant deferral / active EE | $1,217 | $1,805-32.6% | $3,458-64.8% | $3,061-60.2% |
| Admin fee / account holder | $8 | $98-92.0% | $4,138-99.8% | $95-91.7% |