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 & TRUST COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $22,379 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $20,793 | $53,127-60.9% | $86,590-76.0% | $70,131-70.4% |
| Participation rate | 96.2% | 65.3%+30.9pp | 73.5%+22.7pp | 69.5%+26.7pp |
| Annual return | 16.31% | 27.66%-11.4pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $795 | $2,068-61.6% | $2,839-72.0% | $2,342-66.1% |
| Participant deferral / active EE | $895 | $2,696-66.8% | $3,609-75.2% | $3,332-73.1% |
| Admin fee / account holder | $196 | $3,585-94.5% | $4,906-96.0% | $4,645-95.8% |