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 BANK3 years Filed as: CITIZENS BANK NA Service code 55 · EIN 20-2635739 | Other Commissions | $28,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,869 |
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 | $55,570 | $41,647+33.4% | $96,139-42.2% | $86,799-36.0% |
| Participation rate | 41.3% | 50.2%-9.0pp | 68.4%-27.2pp | 72.3%-31.0pp |
| Annual return | 15.58% | 27.24%-11.7pp | 191.94%-176.4pp | 97.91%-82.3pp |
| Employer contribution / active EE | $652 | $1,318-50.5% | $2,797-76.7% | $2,405-72.9% |
| Participant deferral / active EE | $1,716 | $2,412-28.9% | $4,349-60.5% | $4,131-58.5% |
| Admin fee / account holder | $21 | $169-87.7% | $5,537-99.6% | $170-87.7% |