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 BANK3 years Service code 27 · EIN 20-2635739 | Advisory (Plan) | $21,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,456 | $66,051+29.4% | $92,893-8.0% | $77,787+9.9% |
| Participation rate | 63.3% | 81.0%-17.7pp | 76.0%-12.7pp | 73.2%-9.9pp |
| Annual return | 25.46% | 20.69%+4.8pp | 109.41%-84.0pp | 32.57%-7.1pp |
| Employer contribution / active EE | $2,044 | $3,426-40.3% | $3,653-44.0% | $2,504-18.4% |
| Participant deferral / active EE | $4,282 | $3,013+42.1% | $4,236+1.1% | $3,967+7.9% |
| Admin fee / account holder | $25 | $148-83.2% | $5,794-99.6% | $100-75.1% |