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 & NORTHERN BANK4+ years Service code 15 · EIN 24-0756925 | Recordkeeping | $39,905 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,075 | $59,186+69.1% | $76,768+30.4% | $56,287+77.8% |
| Participation rate | 78.7% | 75.2%+3.5pp | 77.0%+1.7pp | 69.9%+8.8pp |
| Annual return | -3.78% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,301 | $1,759+87.7% | $2,485+32.8% | $2,111+56.4% |
| Participant deferral / active EE | $4,687 | $3,255+44.0% | $3,852+21.7% | $3,350+39.9% |
| Admin fee / account holder | $317 | $489-35.2% | $6,675-95.3% | $521-39.2% |