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 AND TRUST Service code 27 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $28,247 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,420 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACK LICK, OH 43004 | Contract Administrator | $8,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,541 | $25,302-22.8% | $74,701-73.8% | $67,579-71.1% |
| Participation rate | 39.7% | 37.8%+1.8pp | 54.5%-14.8pp | 71.3%-31.6pp |
| Annual return | 19.19% | 10291.17%-10272.0pp | 752.92%-733.7pp | 378.56%-359.4pp |
| Employer contribution / active EE | $584 | $446+30.9% | $1,084-46.1% | $2,148-72.8% |
| Participant deferral / active EE | $786 | $954-17.6% | $1,964-60.0% | $3,539-77.8% |
| Admin fee / account holder | $143 | $108+32.6% | $3,333-95.7% | $142+0.3% |