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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $11,059 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES INC Service code 55 | Other Commissions | $402 |
Filed as: MML INVESTORS SERVICES Service code 55 | Other Commissions | $269 |
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 | $65,173 | $55,453+17.5% | $170,442-61.8% | $62,292+4.6% |
| Participation rate | 93.0% | 66.4%+26.6pp | 83.6%+9.4pp | 69.5%+23.5pp |
| Annual return | 12.96% | 21.38%-8.4pp | 205.93%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,867 | $2,164-13.7% | $5,433-65.6% | $2,042-8.6% |
| Participant deferral / active EE | $4,270 | $2,303+85.4% | $4,939-13.5% | $3,169+34.7% |
| Admin fee / account holder | $100 | $455-78.1% | $13,880-99.3% | $479-79.2% |