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 | $362 |
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 | $23,933 | $55,415-56.8% | $155,509-84.6% | $74,495-67.9% |
| Participation rate | 34.5% | 61.9%-27.4pp | 78.2%-43.7pp | 67.2%-32.7pp |
| Annual return | 12.28% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $905 | $2,267-60.1% | $4,672-80.6% | $2,623-65.5% |
| Participant deferral / active EE | $1,245 | $2,836-56.1% | $5,626-77.9% | $4,346-71.4% |
| Admin fee / account holder | $4 | $1,738-99.8% | $15,912-100.0% | $1,942-99.8% |