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 BANK4+ years Filed as: RBS CITIZENS NA Service code 55 · EIN 20-2635739 | Other Commissions | $18,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,591 | $44,473-22.2% | $76,523-54.8% | $55,725-37.9% |
| Participation rate | 42.9% | 51.0%-8.1pp | 68.0%-25.1pp | 70.9%-28.0pp |
| Annual return | -7.93% | -2.01%-5.9pp | -0.27%-7.7pp | 244.93%-252.9pp |
| Employer contribution / active EE | $554 | $1,101-49.7% | $2,647-79.1% | $2,078-73.3% |
| Participant deferral / active EE | $1,370 | $1,988-31.1% | $3,835-64.3% | $3,356-59.2% |
| Admin fee / account holder | $16 | $134-88.4% | $4,848-99.7% | $115-86.4% |