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) | $30,385 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,233 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACK LICK, OH 43004 | Contract Administrator | $17,683 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,804 |
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 | $18,669 | $29,369-36.4% | $77,482-75.9% | $73,409-74.6% |
| Participation rate | 36.1% | 37.9%-1.9pp | 54.2%-18.1pp | 72.2%-36.1pp |
| Annual return | 11.08% | 358.15%-347.1pp | 54.79%-43.7pp | 59.29%-48.2pp |
| Employer contribution / active EE | $525 | $406+29.4% | $986-46.7% | $2,234-76.5% |
| Participant deferral / active EE | $763 | $941-18.9% | $1,861-59.0% | $3,805-79.9% |
| Admin fee / account holder | $191 | $123+55.4% | $2,858-93.3% | $158+20.8% |