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 |
|---|---|---|
CITIZEN NATIONAL BANK2 years Service code 26 · EIN 64-0774745 | Advisory (Participants) | $5,923 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,090 | $65,322-64.7% | $70,449-67.2% | $73,488-68.6% |
| Participation rate | 39.4% | 77.0%-37.5pp | 75.1%-35.6pp | 70.7%-31.3pp |
| Annual return | 14.02% | 15.71%-1.7pp | 109.03%-95.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,482 | $3,375-56.1% | $3,709-60.0% | $3,740-60.4% |
| Admin fee / account holder | $257 | $214+20.2% | $3,845-93.3% | $513-49.9% |