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 |
|---|---|---|
CITIZENS BANK5+ years Filed as: CITIZENS BUSINESS BANK Service code 19 · EIN 95-6806148 1010 E COLORADO BLVD · PASADENA, CA 91106 | Securities Custodian | $55,873 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,849 | $69,362+25.2% | $101,248-14.2% | $73,488+18.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 5.96% | 18.46%-12.5pp | 46.47%-40.5pp | 28.51%-22.5pp |
| Employer contribution / active EE | $7,772 | $2,628+195.7% | $3,660+112.4% | $2,270+242.4% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $462 | $704-34.3% | $5,945-92.2% | $513-10.0% |