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 |
|---|---|---|
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 4300 SIX FORKS RD · RALEIGH, NC 276095718 | Advisory (Plan) | $27,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,029 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,312 | $50,956-11.1% | $96,562-53.1% | $86,799-47.8% |
| Participation rate | 72.2% | 65.2%+6.9pp | 69.8%+2.4pp | 72.3%-0.1pp |
| Annual return | 11.55% | 21.27%-9.7pp | 37.78%-26.2pp | 97.91%-86.4pp |
| Employer contribution / active EE | $767 | $1,111-31.0% | $2,356-67.5% | $2,405-68.1% |
| Participant deferral / active EE | $1,948 | $2,954-34.1% | $3,849-49.4% | $4,131-52.8% |
| Admin fee / account holder | $187 | $166+12.7% | $6,181-97.0% | $170+10.4% |