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 |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SVC Service code 15 100 E TRYON · RALEIGH, NC 27603 | Recordkeeping | $70,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,090 | $50,982-52.7% | $154,803-84.4% | $85,563-71.8% |
| Participation rate | 92.9% | 59.8%+33.1pp | 78.1%+14.8pp | 66.0%+26.9pp |
| Annual return | 17.98% | 30.35%-12.4pp | 58.88%-40.9pp | 31.51%-13.5pp |
| Employer contribution / active EE | $877 | $1,708-48.7% | $4,305-79.6% | $2,654-66.9% |
| Participant deferral / active EE | $1,486 | $2,474-39.9% | $5,540-73.2% | $4,375-66.0% |
| Admin fee / account holder | $145 | $846-82.9% | $14,329-99.0% | $834-82.6% |