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 | $920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $129,240-100.0% | $60,874-100.0% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 73.1%-73.1pp | - |
| Annual return | -11.43% | -10.30%-1.1pp | 16.90%-28.3pp | - |
| Employer contribution / active EE | $0 | $2,503-100.0% | $2,701-100.0% | - |
| Participant deferral / active EE | $0 | $3,755-100.0% | $3,817-100.0% | - |
| Admin fee / account holder | $0 | $9,426-100.0% | $3,224-100.0% | - |