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 INSTITUTIONAL TRUST Service code 27 P.O. BOX 29522-CLN 15 · RALEIGH, NC 27615 | Advisory (Plan) | $30,220 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,485 |
TRINITY PENSION GROUP, LLC5 years Filed as: TRINITY PENSION GROUP LLC Service code 13 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $1,100 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,939 | $84,556+54.9% | $116,228+12.7% | $74,304+76.2% |
| Participation rate | 78.6% | 66.0%+12.6pp | 74.6%+4.1pp | 60.3%+18.3pp |
| Annual return | 19.94% | 18.35%+1.6pp | 90.06%-70.1pp | 29.43%-9.5pp |
| Employer contribution / active EE | $3,546 | $2,168+63.6% | $2,994+18.4% | $2,241+58.2% |
| Participant deferral / active EE | $8,151 | $3,814+113.7% | $4,953+64.6% | $3,767+116.4% |
| Admin fee / account holder | $273 | $3,792-92.8% | $11,989-97.7% | $2,969-90.8% |