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 | $16,721 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,021 |
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 | $33,408 | $54,590-38.8% | $81,930-59.2% | $73,488-54.5% |
| Participation rate | 99.3% | 68.3%+31.0pp | 72.0%+27.3pp | 70.7%+28.6pp |
| Annual return | 14.64% | 17.74%-3.1pp | 29.49%-14.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $3,238 | $1,636+97.9% | $4,310-24.9% | $2,270+42.6% |
| Participant deferral / active EE | $4,466 | $2,759+61.9% | $7,107-37.2% | $3,740+19.4% |
| Admin fee / account holder | $171 | $592-71.1% | $5,158-96.7% | $513-66.7% |