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 |
ELLIOTT DAVIS, LLC1 year Service code 10 PO BOX 6286 · GREENVILLE, SC 29606 | Accounting | $13,200 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $9,601 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,509 |
Filed as: EMPOWER ADVISOR GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,538 |
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 | $59,928 | $101,317-40.9% | $146,958-59.2% | $74,495-19.6% |
| Participation rate | 82.3% | 75.5%+6.7pp | 82.2%+0.1pp | 67.2%+15.1pp |
| Annual return | 13.28% | 8730.91%-8717.6pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,620 | $3,810-31.2% | $4,933-46.9% | $2,623-0.1% |
| Participant deferral / active EE | $5,139 | $7,303-29.6% | $8,070-36.3% | $4,346+18.2% |
| Admin fee / account holder | $304 | $1,739-82.5% | $12,998-97.7% | $1,942-84.3% |