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 | $530 |
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 | $22,443 | $52,953-57.6% | $172,739-87.0% | $65,185-65.6% |
| Participation rate | 32.7% | 66.2%-33.5pp | 82.6%-49.9pp | 70.2%-37.5pp |
| Annual return | 16.55% | 30.12%-13.6pp | 802.84%-786.3pp | 29.38%-12.8pp |
| Employer contribution / active EE | $576 | $2,190-73.7% | $5,143-88.8% | $2,177-73.5% |
| Participant deferral / active EE | $915 | $2,471-63.0% | $5,198-82.4% | $3,514-74.0% |
| Admin fee / account holder | $8 | $472-98.4% | $13,954-99.9% | $847-99.1% |