See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,762 |
CITIZENS BANK2 years Filed as: CITIZENS BANK NA Service code 27 · EIN 20-2635739 | Advisory (Plan) | $59,036 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $8,000 |
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 | $140,978 | $69,362+103.2% | $101,248+39.2% | $73,488+91.8% |
| Participation rate | 96.8% | 68.4%+28.4pp | 75.8%+21.0pp | 70.7%+26.1pp |
| Annual return | 14.46% | 18.46%-4.0pp | 46.47%-32.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $6,433 | $2,628+144.8% | $3,660+75.8% | $2,270+183.4% |
| Participant deferral / active EE | $9,681 | $3,300+193.4% | $4,370+121.5% | $3,740+158.9% |
| Admin fee / account holder | $501 | $704-28.8% | $5,945-91.6% | $513-2.3% |