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 BANK1 year Filed as: RBS CITIZENS NA Service code 27 · EIN 20-2635739 | Advisory (Plan) | $35,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,126 |
Filed as: LOCKTON FINANCIAL ADVISORS LLLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $5,969 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $120,168 | $58,726+104.6% | $92,233+30.3% | $62,292+92.9% |
| Participation rate | 93.6% | 68.3%+25.2pp | 76.5%+17.1pp | 69.5%+24.1pp |
| Annual return | 177.15% | 43.62%+133.5pp | 176.28%+0.9pp | 28.90%+148.3pp |
| Employer contribution / active EE | $7,178 | $2,392+200.1% | $3,679+95.1% | $2,042+251.5% |
| Participant deferral / active EE | $8,668 | $2,766+213.4% | $3,897+122.5% | $3,169+173.5% |
| Admin fee / account holder | $238 | $556-57.2% | $5,194-95.4% | $479-50.3% |