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 | $16,999 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,167 |
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 | $22,329 | $54,762-59.2% | $90,281-75.3% | $72,985-69.4% |
| Participation rate | 93.9% | 65.1%+28.7pp | 73.3%+20.6pp | 69.5%+24.4pp |
| Annual return | 19.66% | 30.63%-11.0pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,092 | $2,092-47.8% | $2,854-61.8% | $2,440-55.3% |
| Participant deferral / active EE | $1,409 | $2,887-51.2% | $3,885-63.7% | $3,607-60.9% |
| Admin fee / account holder | $232 | $3,972-94.2% | $5,351-95.7% | $5,124-95.5% |