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: RBS CITIZENS NA Service code 27 · EIN 20-2635739 | Advisory (Plan) | $45,824 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,926 |
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 | $89,171 | $81,719+9.1% | $101,248-11.9% | $90,288-1.2% |
| Participation rate | 66.0% | 80.7%-14.7pp | 75.8%-9.8pp | 73.4%-7.3pp |
| Annual return | 15.26% | 337.64%-322.4pp | 46.47%-31.2pp | 53.97%-38.7pp |
| Employer contribution / active EE | $2,100 | $3,622-42.0% | $3,660-42.6% | $2,524-16.8% |
| Participant deferral / active EE | $4,481 | $3,310+35.4% | $4,370+2.5% | $4,232+5.9% |
| Admin fee / account holder | $26 | $162-84.2% | $5,945-99.6% | $114-77.5% |