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 |
|---|---|---|
Service code 28 4208 SIX FORKS RD · RALEIGH, NC 276092983 | Investment Management | $40,303 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,194 | $104,475+152.9% | $159,436+65.7% | $79,386+232.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.03% | 67.95%-55.9pp | 263.57%-251.5pp | 116.85%-104.8pp |
| Employer contribution / active EE | $20,276 | $3,417+493.5% | $4,829+319.9% | $2,427+735.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $180 | $711-74.7% | $10,799-98.3% | $626-71.3% |