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: CITIZENS BANK NA Service code 55 · EIN 20-2635739 | Other Commissions | $31,188 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,009 | $34,677+44.2% | $77,024-35.1% | $64,808-22.8% |
| Participation rate | 42.7% | 49.8%-7.1pp | 67.9%-25.2pp | 71.5%-28.8pp |
| Annual return | -11.17% | -5.33%-5.8pp | 42.32%-53.5pp | 32.82%-44.0pp |
| Employer contribution / active EE | $772 | $1,370-43.6% | $2,812-72.5% | $2,506-69.2% |
| Participant deferral / active EE | $1,974 | $2,556-22.8% | $4,426-55.4% | $4,310-54.2% |
| Admin fee / account holder | $22 | $179-87.8% | $5,425-99.6% | $188-88.4% |