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 BANK5 years Filed as: CITIZENS BANK NA Service code 55 · EIN 20-2635739 | Other Commissions | $28,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,236 |
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 | $62,261 | $40,385+54.2% | $80,569-22.7% | $74,419-16.3% |
| Participation rate | 46.6% | 47.4%-0.8pp | 67.0%-20.4pp | 70.7%-24.2pp |
| Annual return | 25.30% | 164.85%-139.6pp | 935.43%-910.1pp | 34.38%-9.1pp |
| Employer contribution / active EE | $895 | $1,496-40.2% | $2,723-67.1% | $2,637-66.1% |
| Participant deferral / active EE | $2,387 | $2,674-10.7% | $4,447-46.3% | $4,528-47.3% |
| Admin fee / account holder | $20 | $720-97.2% | $5,377-99.6% | $348-94.3% |