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 | $23,998 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $15,887 | $49,177-67.7% | $79,464-80.0% | $64,186-75.2% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.6pp | 69.6%+23.4pp |
| Annual return | -6.24% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $823 | $2,076-60.4% | $2,800-70.6% | $2,381-65.4% |
| Participant deferral / active EE | $957 | $2,821-66.1% | $3,704-74.2% | $3,470-72.4% |
| Admin fee / account holder | $197 | $3,839-94.9% | $5,113-96.2% | $4,888-96.0% |