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 BANK6+ years Service code 15 · EIN 24-0756925 | Recordkeeping | $35,409 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,109 | $73,638+41.4% | $95,952+8.5% | $73,488+41.7% |
| Participation rate | 87.2% | 76.2%+11.0pp | 77.1%+10.1pp | 70.7%+16.5pp |
| Annual return | 2.58% | 16.78%-14.2pp | 91.61%-89.0pp | 28.51%-25.9pp |
| Employer contribution / active EE | $3,316 | $1,863+78.0% | $2,541+30.5% | $2,270+46.1% |
| Participant deferral / active EE | $4,554 | $3,617+25.9% | $4,167+9.3% | $3,740+21.8% |
| Admin fee / account holder | $297 | $482-38.4% | $6,795-95.6% | $513-42.1% |