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) | $26,042 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $20,379 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,077 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,235 | $84,556-12.2% | $116,228-36.1% | $74,304-0.1% |
| Participation rate | 71.6% | 66.0%+5.5pp | 74.6%-3.0pp | 60.3%+11.2pp |
| Annual return | 14.09% | 18.35%-4.3pp | 90.06%-76.0pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,157 | $3,814-17.2% | $4,953-36.3% | $3,767-16.2% |
| Admin fee / account holder | $736 | $3,792-80.6% | $11,989-93.9% | $2,969-75.2% |