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 10-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 27 · EIN 20-8874282 | Advisory (Plan) | $30,563 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,081 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $18,187 |
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 | $33,609 | $46,173-27.2% | $170,442-80.3% | $69,631-51.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.96% | 21.62%-3.7pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $88 | $1,610-94.5% | $5,433-98.4% | $2,032-95.7% |
| Participant deferral / active EE | $3,761 | $2,080+80.8% | $4,939-23.9% | $3,224+16.7% |
| Admin fee / account holder | $69 | $116-40.2% | $13,880-99.5% | $110-37.2% |