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 10-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 15 · EIN 16-1450952 | Recordkeeping | $36,489 |
Filed as: FIRST CITIZENS FINANCIAL CORP. Service code 27 · EIN 42-1113318 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,900 | $122,239+14.4% | $184,200-24.0% | $74,546+87.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.53% | 19.95%-2.4pp | 28.80%-11.3pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $1,961 | $4,537-56.8% | $6,424-69.5% | $2,624-25.3% |
| Participant deferral / active EE | $6,714 | $7,139-6.0% | $9,132-26.5% | $4,347+54.4% |
| Admin fee / account holder | $172 | $1,260-86.3% | $13,907-98.8% | $1,944-91.1% |