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 | $521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,592 | $58,879-58.2% | $178,490-86.2% | $73,488-66.5% |
| Participation rate | 35.4% | 66.2%-30.8pp | 81.9%-46.5pp | 70.7%-35.3pp |
| Annual return | 11.61% | 24.86%-13.3pp | 151.07%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $640 | $2,236-71.4% | $5,011-87.2% | $2,270-71.8% |
| Participant deferral / active EE | $953 | $2,567-62.9% | $5,202-81.7% | $3,740-74.5% |
| Admin fee / account holder | $7 | $400-98.2% | $13,984-99.9% | $513-98.6% |