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 INVESTOR SVC Service code 15 100 E TRYON · RALEIGH, NC 27603 | Recordkeeping | $31,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,855 | $54,705-49.1% | $71,209-60.9% | $84,808-67.2% |
| Participation rate | 91.8% | 64.1%+27.8pp | 73.8%+18.1pp | 68.3%+23.5pp |
| Annual return | 15.64% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,546 | $2,158-28.4% | $2,721-43.2% | $2,631-41.3% |
| Participant deferral / active EE | $1,998 | $3,030-34.1% | $4,175-52.1% | $4,212-52.6% |
| Admin fee / account holder | $254 | $4,863-94.8% | $5,349-95.2% | $7,344-96.5% |