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 CO Service code 27 P.O. BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $30,000 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,365 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $403 |
Filed as: EMPOWER ADVISOR GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $368 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,169 | $91,407-20.0% | $135,903-46.2% | $71,457+2.4% |
| Participation rate | 70.9% | 75.7%-4.8pp | 81.9%-11.0pp | 67.9%+3.0pp |
| Annual return | 17.32% | 29.90%-12.6pp | 68.23%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,296 | $3,703-38.0% | $4,856-52.7% | $2,588-11.3% |
| Participant deferral / active EE | $4,866 | $7,092-31.4% | $7,758-37.3% | $4,289+13.5% |
| Admin fee / account holder | $232 | $1,266-81.6% | $10,762-97.8% | $1,587-85.4% |