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 BANK6 years Filed as: CITIZENS BANK NA Service code 55 · EIN 20-2635739 | Other Commissions | $33,161 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,363 |
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 | $70,319 | $45,031+56.2% | $84,966-17.2% | $77,643-9.4% |
| Participation rate | 46.1% | 48.7%-2.6pp | 67.5%-21.4pp | 70.6%-24.5pp |
| Annual return | 15.63% | 79.22%-63.6pp | 66.38%-50.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $917 | $1,609-43.0% | $2,727-66.4% | $2,726-66.3% |
| Participant deferral / active EE | $2,308 | $2,807-17.8% | $4,519-48.9% | $4,647-50.3% |
| Admin fee / account holder | $20 | $912-97.8% | $6,149-99.7% | $430-95.4% |