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 BANK1 year Filed as: CITIZENS BANK NA Service code 55 · EIN 20-2635739 | Other Commissions | $19,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,525 |
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 | $43,389 | $40,522+7.1% | $84,611-48.7% | $67,579-35.8% |
| Participation rate | 35.6% | 51.1%-15.5pp | 68.2%-32.6pp | 71.3%-35.6pp |
| Annual return | 24.54% | 32.72%-8.2pp | 258.74%-234.2pp | 378.56%-354.0pp |
| Employer contribution / active EE | $512 | $1,146-55.3% | $2,652-80.7% | $2,148-76.1% |
| Participant deferral / active EE | $1,253 | $2,132-41.2% | $3,899-67.9% | $3,539-64.6% |
| Admin fee / account holder | $15 | $145-89.4% | $4,912-99.7% | $142-89.1% |