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: CARROLL FINANCIAL FBO JOHN HAL Service code 15 4201 CONGRESS ST · CHARLOTTE, NC 28209 | Recordkeeping | $13,170 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,980 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,804 | $50,666-37.2% | $76,817-58.6% | $65,185-51.2% |
| Participation rate | 92.0% | 68.8%+23.2pp | 72.1%+19.9pp | 70.2%+21.8pp |
| Annual return | 17.60% | 28.51%-10.9pp | 1166.11%-1148.5pp | 29.38%-11.8pp |
| Employer contribution / active EE | $2,563 | $1,575+62.8% | $2,302+11.4% | $2,177+17.8% |
| Participant deferral / active EE | $3,631 | $2,647+37.2% | $3,336+8.8% | $3,514+3.3% |
| Admin fee / account holder | $184 | $463-60.3% | $6,420-97.1% | $847-78.3% |