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 6-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 CO Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $25,787 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,155 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,078 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,267 | $79,171-21.4% | $102,423-39.2% | $74,495-16.4% |
| Participation rate | 84.8% | 74.8%+10.0pp | 76.5%+8.3pp | 67.2%+17.6pp |
| Annual return | 11.16% | 54.93%-43.8pp | 29.32%-18.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,346 | $2,362+41.7% | $3,023+10.7% | $2,623+27.6% |
| Participant deferral / active EE | $6,040 | $4,415+36.8% | $5,053+19.5% | $4,346+39.0% |
| Admin fee / account holder | $314 | $2,001-84.3% | $9,451-96.7% | $1,942-83.8% |