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 | $658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,547 | $61,156-61.5% | $185,823-87.3% | $79,386-70.3% |
| Participation rate | 41.7% | 66.6%-24.9pp | 81.7%-40.0pp | 70.7%-29.0pp |
| Annual return | 11.21% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $737 | $2,321-68.2% | $5,167-85.7% | $2,427-69.6% |
| Participant deferral / active EE | $1,063 | $2,789-61.9% | $5,568-80.9% | $4,046-73.7% |
| Admin fee / account holder | $8 | $710-98.9% | $16,237-100.0% | $626-98.7% |