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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS BANK AND TRUST CO, Service code 27 4300 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $17,824 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,458 |
Filed as: BENEFIT PROFESSIONALS Service code 13 · EIN 90-1118690 | Contract Administrator | $10,634 |
401K SAFE1 year Filed as: 401K SAFE 3(16) Service code 99 · EIN 83-0824803 | Other Fees | $5,775 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,356 | $65,435-9.3% | $86,677-31.5% | $66,914-11.3% |
| Participation rate | 41.8% | 75.5%-33.7pp | 76.6%-34.8pp | 69.8%-28.0pp |
| Annual return | -16.39% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $204 | $2,153-90.5% | $2,836-92.8% | $2,544-92.0% |
| Participant deferral / active EE | $1,024 | $4,100-75.0% | $4,656-78.0% | $4,237-75.8% |
| Admin fee / account holder | $707 | $642+10.1% | $7,493-90.6% | $593+19.1% |