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 | $3,470 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,730 | $58,879-66.5% | $178,490-88.9% | $73,488-73.2% |
| Participation rate | 91.0% | 66.2%+24.8pp | 81.9%+9.1pp | 70.7%+20.3pp |
| Annual return | 14.40% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,645 | $2,567+3.0% | $5,202-49.1% | $3,740-29.3% |
| Admin fee / account holder | $20 | $400-94.9% | $13,984-99.9% | $513-96.0% |