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 BANK8+ years Service code 15 · EIN 24-0756925 | Recordkeeping | $36,098 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,502 | $65,435+38.3% | $86,677+4.4% | $66,914+35.3% |
| Participation rate | 92.2% | 75.5%+16.7pp | 76.6%+15.6pp | 69.8%+22.4pp |
| Annual return | -10.77% | -10.89%+0.1pp | 35.91%-46.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $4,010 | $2,153+86.2% | $2,836+41.4% | $2,544+57.6% |
| Participant deferral / active EE | $5,391 | $4,100+31.5% | $4,656+15.8% | $4,237+27.2% |
| Admin fee / account holder | $221 | $642-65.6% | $7,493-97.1% | $593-62.8% |