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 | $10,684 |
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 | $151,798 | $55,415+173.9% | $155,509-2.4% | $74,495+103.8% |
| Participation rate | 80.8% | 61.9%+18.9pp | 78.2%+2.6pp | 67.2%+13.6pp |
| Annual return | 18.16% | 268.50%-250.3pp | 64.67%-46.5pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $2,831 | $2,267+24.9% | $4,672-39.4% | $2,623+7.9% |
| Participant deferral / active EE | $6,698 | $2,836+136.2% | $5,626+19.0% | $4,346+54.1% |
| Admin fee / account holder | $354 | $1,738-79.6% | $15,912-97.8% | $1,942-81.8% |