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 90-92 MAIN STREET · WELLSBORO, PA 16901 | Recordkeeping | $49,308 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,907 | $72,254-61.4% | $86,677-67.8% | $64,808-56.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -12.52% | 392.42%-404.9pp | 35.91%-48.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,401 | $2,393-41.5% | $2,836-50.6% | $2,506-44.1% |
| Participant deferral / active EE | $1,165 | $4,658-75.0% | $4,656-75.0% | $4,310-73.0% |
| Admin fee / account holder | $122 | $174-29.6% | $7,493-98.4% | $188-34.8% |