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, NE 28277 | Recordkeeping Fees | $1,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,629 | $45,035-74.2% | $62,995-81.5% | $70,131-83.4% |
| Participation rate | 40.6% | 69.5%-28.9pp | 74.8%-34.2pp | 69.5%-28.9pp |
| Annual return | 16.72% | 18.76%-2.0pp | 87.57%-70.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $707 | $2,051-65.6% | $2,759-74.4% | $2,342-69.8% |
| Participant deferral / active EE | $1,277 | $2,465-48.2% | $3,329-61.7% | $3,332-61.7% |
| Admin fee / account holder | $20 | $2,834-99.3% | $3,600-99.5% | $4,645-99.6% |