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 BANK7+ years Service code 15 · EIN 24-0756925 | Recordkeeping | $39,890 |
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 | $107,949 | $84,936+27.1% | $111,297-3.0% | $79,386+36.0% |
| Participation rate | 89.8% | 75.9%+14.0pp | 77.3%+12.5pp | 70.7%+19.1pp |
| Annual return | 13.09% | 17.45%-4.4pp | 54.65%-41.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $3,630 | $1,979+83.4% | $2,731+32.9% | $2,427+49.5% |
| Participant deferral / active EE | $4,867 | $3,888+25.2% | $4,487+8.5% | $4,046+20.3% |
| Admin fee / account holder | $344 | $537-36.0% | $7,964-95.7% | $626-45.1% |