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 | $50,318 |
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 | $86,079 | $86,655-0.7% | $119,609-28.0% | $66,914+28.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.99% | -8.00%-10.0pp | -14.97%-3.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $12,011 | $2,536+373.6% | $4,232+183.8% | $2,544+372.1% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $224 | $755-70.4% | $10,323-97.8% | $593-62.3% |