See peer percentile detail with Solo.
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.
See the 5-year trajectory with Solo.
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 COMPA Service code 27 4300 SIX FORKS RD · RALEIGH, NC 276095718 | Advisory (Plan) | $30,482 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,308 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,352 | $56,485-37.4% | $185,823-81.0% | $86,799-59.3% |
| Participation rate | 43.1% | 65.5%-22.3pp | 81.7%-38.6pp | 72.3%-29.1pp |
| Annual return | 13.77% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.1pp |
| Employer contribution / active EE | $622 | $1,843-66.2% | $5,167-88.0% | $2,405-74.1% |
| Participant deferral / active EE | $2,082 | $2,553-18.4% | $5,568-62.6% | $4,131-49.6% |
| Admin fee / account holder | $194 | $150+29.9% | $16,237-98.8% | $170+14.6% |