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 9-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 13 · EIN 42-0127290 | Contract Administrator | $20,505 |
Filed as: FIRST CITIZENS INVESTOR SERVICES, I Service code 49 · EIN 56-1854695 | Other Services | $6,953 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,205 | $65,061-72.0% | $143,757-87.3% | $66,914-72.8% |
| Participation rate | 38.6% | 65.2%-26.6pp | 80.3%-41.7pp | 69.8%-31.2pp |
| Annual return | -3.39% | -11.14%+7.7pp | -0.04%-3.4pp | 1.58%-5.0pp |
| Employer contribution / active EE | $724 | $2,361-69.3% | $4,951-85.4% | $2,544-71.5% |
| Participant deferral / active EE | $1,493 | $2,919-48.8% | $5,637-73.5% | $4,237-64.8% |
| Admin fee / account holder | $256 | $502-48.9% | $14,673-98.3% | $593-56.8% |