See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,255 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,868 | $55,453-75.0% | $170,442-91.9% | $62,292-77.7% |
| Participation rate | 87.3% | 66.4%+20.9pp | 83.6%+3.7pp | 69.5%+17.8pp |
| Annual return | 15.80% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,020 | $2,303-12.3% | $4,939-59.1% | $3,169-36.3% |
| Admin fee / account holder | $20 | $455-95.6% | $13,880-99.9% | $479-95.8% |