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: CITIZENS BANK NA Service code 55 · EIN 20-2635739 | Other Commissions | $22,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
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 | $51,553 | $39,948+29.1% | $89,391-42.3% | $73,409-29.8% |
| Participation rate | 37.1% | 50.4%-13.3pp | 68.0%-30.9pp | 72.2%-35.0pp |
| Annual return | 14.14% | 50.12%-36.0pp | 245.62%-231.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $561 | $1,200-53.3% | $2,586-78.3% | $2,234-74.9% |
| Participant deferral / active EE | $1,413 | $2,193-35.6% | $3,890-63.7% | $3,805-62.9% |
| Admin fee / account holder | $14 | $134-89.6% | $4,881-99.7% | $158-91.1% |