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 BANK5+ years Service code 15 · EIN 24-0756925 | Recordkeeping | $39,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $97,496 | $65,376+49.1% | $87,100+11.9% | $65,185+49.6% |
| Participation rate | 86.3% | 75.3%+11.0pp | 76.9%+9.4pp | 70.2%+16.1pp |
| Annual return | 17.84% | 31.27%-13.4pp | 28.19%-10.3pp | 29.38%-11.5pp |
| Employer contribution / active EE | $3,844 | $1,822+110.9% | $2,521+52.5% | $2,177+76.6% |
| Participant deferral / active EE | $5,240 | $3,388+54.6% | $4,049+29.4% | $3,514+49.1% |
| Admin fee / account holder | $317 | $520-38.9% | $7,497-95.8% | $847-62.5% |