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 Service code 26 8510 COLONNADE CENTER DR · RALEIGH, NC 27615 | Advisory (Participants) | $30,000 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $8,946 |
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 | $134,762 | $61,272+119.9% | $149,673-10.0% | $71,457+88.6% |
| Participation rate | 81.5% | 62.5%+19.0pp | 78.8%+2.7pp | 67.9%+13.6pp |
| Annual return | 19.51% | 35.85%-16.3pp | 134.42%-114.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,904 | $2,378+22.1% | $4,818-39.7% | $2,588+12.2% |
| Participant deferral / active EE | $7,140 | $2,917+144.8% | $5,680+25.7% | $4,289+66.5% |
| Admin fee / account holder | $360 | $1,261-71.5% | $13,210-97.3% | $1,587-77.3% |