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 Service code 51 4300 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Mgmt Fees | $26,514 |
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES INC. Service code 15 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Recordkeeping | $14,884 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,939 | $55,453+29.7% | $170,442-57.8% | $62,292+15.5% |
| Participation rate | 80.8% | 66.4%+14.5pp | 83.6%-2.8pp | 69.5%+11.3pp |
| Annual return | 15.67% | 21.38%-5.7pp | 205.93%-190.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,081 | $2,164-50.1% | $5,433-80.1% | $2,042-47.1% |
| Participant deferral / active EE | $1,948 | $2,303-15.4% | $4,939-60.6% | $3,169-38.5% |
| Admin fee / account holder | $360 | $455-20.9% | $13,880-97.4% | $479-24.9% |