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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,958 |
CITIZENS BANK2 years Filed as: RBS CITIZENS NA Service code 27 · EIN 20-2635739 | Advisory (Plan) | $52,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,976 | $55,449+98.3% | $83,848+31.2% | $56,287+95.4% |
| Participation rate | 94.4% | 68.0%+26.4pp | 76.1%+18.3pp | 69.9%+24.5pp |
| Annual return | -4.94% | -1.38%-3.6pp | 850.88%-855.8pp | -9.96%+5.0pp |
| Employer contribution / active EE | $6,252 | $2,430+157.2% | $3,631+72.2% | $2,111+196.2% |
| Participant deferral / active EE | $9,151 | $2,935+211.7% | $4,082+124.2% | $3,350+173.2% |
| Admin fee / account holder | $429 | $656-34.7% | $5,478-92.2% | $521-17.7% |