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 BANK1+ years Filed as: RBS CITIZENS NA Service code 55 RETIREMENT PLAN SERVICES · PROVIDENCE, RI 02903 | Other Commissions | $7,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,669 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,051 | $54,320-70.5% | $67,652-76.3% | $52,331-69.3% |
| Participation rate | 94.7% | 73.6%+21.1pp | 75.7%+19.1pp | 68.1%+26.6pp |
| Annual return | 5.20% | 6.81%-1.6pp | 6625.04%-6619.8pp | 4.54%+0.7pp |
| Employer contribution / active EE | $891 | $1,544-42.3% | $2,266-60.7% | $1,882-52.6% |
| Participant deferral / active EE | $2,100 | $2,950-28.8% | $3,560-41.0% | $3,022-30.5% |
| Admin fee / account holder | $18 | $527-96.7% | $4,821-99.6% | $592-97.0% |