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 | $50,982-26.9% | $154,803-75.9% | $85,563-56.4% |
| Participation rate | 90.7% | 59.8%+30.9pp | 78.1%+12.6pp | 66.0%+24.7pp |
| Annual return | 16.67% | 30.35%-13.7pp | 58.88%-42.2pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,438 | $1,708-15.8% | $4,305-66.6% | $2,654-45.8% |
| Participant deferral / active EE | $3,585 | $2,474+44.9% | $5,540-35.3% | $4,375-18.1% |
| Admin fee / account holder | $218 | $846-74.2% | $14,329-98.5% | $834-73.8% |