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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.
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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK3+ years Filed as: CITIZENS BUSINESS BANK Service code 19 · EIN 95-6806148 1010 E COLORADO BLVD · PASADENA, CA 91106 | Securities Custodian | $54,780 |
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 | $85,195 | $55,449+53.6% | $83,848+1.6% | $56,287+51.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -0.25% | -1.38%+1.1pp | 850.88%-851.1pp | -9.96%+9.7pp |
| Employer contribution / active EE | $6,806 | $2,430+180.1% | $3,631+87.5% | $2,111+222.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $512 | $656-22.0% | $5,478-90.7% | $521-1.7% |