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 | $409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,833 | $65,061-69.5% | $143,757-86.2% | $66,914-70.4% |
| Participation rate | 41.7% | 65.2%-23.5pp | 80.3%-38.6pp | 69.8%-28.1pp |
| Annual return | -14.18% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $786 | $2,361-66.7% | $4,951-84.1% | $2,544-69.1% |
| Participant deferral / active EE | $1,129 | $2,919-61.3% | $5,637-80.0% | $4,237-73.4% |
| Admin fee / account holder | $4 | $502-99.3% | $14,673-100.0% | $593-99.4% |