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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,969 |
CITIZENS BANK1+ years Filed as: RBS CITIZENS NA Service code 61 RETIREMENT PLAN SERVICES 1 CITIZENS · PROVIDENCE, RI 02903 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,014 | $55,516+15.3% | $75,781-15.5% | $59,188+8.2% |
| Participation rate | 50.7% | 73.6%-22.9pp | 75.8%-25.1pp | 69.4%-18.7pp |
| Annual return | 0.60% | -1.89%+2.5pp | 9.68%-9.1pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,457 | $2,604-44.0% | $3,323-56.1% | $2,098-30.5% |
| Participant deferral / active EE | $2,813 | $2,599+8.2% | $3,651-23.0% | $3,265-13.8% |
| Admin fee / account holder | $23 | $110-79.1% | $5,299-99.6% | $92-75.0% |