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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,481 | $47,977-63.6% | $154,107-88.7% | $56,287-68.9% |
| Participation rate | 41.6% | 66.2%-24.6pp | 83.0%-41.5pp | 69.9%-28.3pp |
| Annual return | -3.72% | 3.54%-7.3pp | 735.12%-738.8pp | -9.96%+6.2pp |
| Employer contribution / active EE | $521 | $2,169-76.0% | $5,298-90.2% | $2,111-75.3% |
| Participant deferral / active EE | $830 | $2,392-65.3% | $5,081-83.7% | $3,350-75.2% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |