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 13 · EIN 42-0127290 | Contract Administrator | $38,892 |
Filed as: FIRST CITIZENS BANK & TRUST CO Service code 27 · EIN 56-0223230 | Advisory (Plan) | $31,213 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,284 | $46,464-19.8% | $150,298-75.2% | $79,634-53.2% |
| Participation rate | 90.7% | 57.0%+33.8pp | 77.8%+13.0pp | 62.5%+28.2pp |
| Annual return | 16.67% | 27.89%-11.2pp | 62.79%-46.1pp | 36.46%-19.8pp |
| Employer contribution / active EE | $1,438 | $1,512-4.8% | $4,154-65.4% | $2,529-43.1% |
| Participant deferral / active EE | $3,585 | $2,157+66.2% | $5,453-34.2% | $3,835-6.5% |
| Admin fee / account holder | $218 | $891-75.5% | $14,116-98.5% | $1,002-78.2% |