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 8-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 | $580 |
Participant 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 | $3,696 | $43,327-91.5% | $59,878-93.8% | $64,186-94.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.10% | -1.55%-1.5pp | 3.46%-6.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $699 | $2,028-65.5% | $2,722-74.3% | $2,381-70.6% |
| Participant deferral / active EE | $596 | $2,546-76.6% | $3,402-82.5% | $3,470-82.8% |
| Admin fee / account holder | $4 | $3,005-99.9% | $3,590-99.9% | $4,888-99.9% |