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 | $800 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $5,164 | $65,322-92.1% | $70,449-92.7% | $73,488-93.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 11.91% | 15.71%-3.8pp | 109.03%-97.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $722 | $2,460-70.7% | $2,737-73.6% | $2,270-68.2% |
| Participant deferral / active EE | $334 | $3,375-90.1% | $3,709-91.0% | $3,740-91.1% |
| Admin fee / account holder | $4 | $214-98.0% | $3,845-99.9% | $513-99.2% |