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 BANK3 years Service code 26 · EIN 64-0774745 | Advisory (Participants) | $7,813 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,379 | $74,706-60.7% | $75,696-61.2% | $79,386-63.0% |
| Participation rate | 36.6% | 75.3%-38.8pp | 74.8%-38.3pp | 70.7%-34.2pp |
| Annual return | 13.97% | 18.52%-4.6pp | 104.53%-90.6pp | 116.85%-102.9pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,396 | $3,533-60.5% | $3,821-63.5% | $4,046-65.5% |
| Admin fee / account holder | $363 | $374-3.1% | $3,619-90.0% | $626-42.1% |