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 BANK1+ years Filed as: RBS CITIZENS NA Service code 55 RETIREMENT PLAN SERVICES · PROVIDENCE, RI 02903 | Other Commissions | $26,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,138 |
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 | $22,156 | $27,330-18.9% | $67,711-67.3% | $55,191-59.9% |
| Participation rate | 76.3% | 47.5%+28.7pp | 67.5%+8.8pp | 69.2%+7.1pp |
| Annual return | -1.88% | 8.81%-10.7pp | 25.41%-27.3pp | 10.78%-12.7pp |
| Employer contribution / active EE | $306 | $855-64.2% | $2,559-88.0% | $1,899-83.9% |
| Participant deferral / active EE | $1,836 | $1,709+7.5% | $3,585-48.8% | $3,046-39.7% |
| Admin fee / account holder | $14 | $109-87.5% | $4,255-99.7% | $91-85.0% |