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. Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $19,799 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,290 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,297 | $71,516-42.3% | $98,439-58.0% | $71,457-42.2% |
| Participation rate | 72.4% | 72.7%-0.3pp | 75.2%-2.7pp | 67.9%+4.5pp |
| Annual return | 19.21% | 32.41%-13.2pp | 21.16%-1.9pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,646 | $2,399-31.4% | $3,048-46.0% | $2,588-36.4% |
| Participant deferral / active EE | $3,137 | $4,109-23.6% | $4,738-33.8% | $4,289-26.9% |
| Admin fee / account holder | $256 | $1,675-84.7% | $8,948-97.1% | $1,587-83.9% |