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 8-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: CARY STREET PARTNERS INVESTMENT AD Service code 27 · EIN 26-0070474 | Advisory (Plan) | $7,161 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,368 | $62,624-27.6% | $177,989-74.5% | $77,643-41.6% |
| Participation rate | 44.2% | 66.8%-22.7pp | 77.1%-32.9pp | 70.6%-26.4pp |
| Annual return | 18.55% | 16.16%+2.4pp | 294.48%-275.9pp | 31.24%-12.7pp |
| Employer contribution / active EE | $1,372 | $1,909-28.1% | $3,949-65.3% | $2,726-49.7% |
| Participant deferral / active EE | $3,368 | $4,219-20.2% | $6,276-46.3% | $4,647-27.5% |
| Admin fee / account holder | $77 | $386-80.2% | $10,363-99.3% | $430-82.2% |