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 | $44,978 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $79,488 | $93,182-14.7% | $146,665-45.8% | $79,386+0.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 19.14% | 21.61%-2.5pp | 22.74%-3.6pp | 116.85%-97.7pp |
| Employer contribution / active EE | $10,266 | $2,420+324.3% | $4,136+148.2% | $2,427+322.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $169 | $585-71.1% | $10,280-98.4% | $626-73.0% |