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 21 · EIN 56-1484847 PO BOX 29522 · RALEIGH, NC 276260522 | Bank Trustee | $18,044 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,402 | $86,332-15.0% | $125,175-41.4% | $65,185+12.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 4.45% | 27.43%-23.0pp | 43.79%-39.3pp | 29.38%-24.9pp |
| Employer contribution / active EE | $4,198 | $2,040+105.8% | $3,865+8.6% | $2,177+92.9% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $84 | $609-86.2% | $9,702-99.1% | $847-90.1% |