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 | $12,072 |
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 | $62,289 | $47,977+29.8% | $154,107-59.6% | $56,287+10.7% |
| Participation rate | 99.0% | 66.2%+32.8pp | 83.0%+16.0pp | 69.9%+29.2pp |
| Annual return | -5.50% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,963 | $2,169-9.5% | $5,298-62.9% | $2,111-7.0% |
| Participant deferral / active EE | $4,342 | $2,392+81.5% | $5,081-14.5% | $3,350+29.6% |
| Admin fee / account holder | $108 | $438-75.5% | $13,411-99.2% | $521-79.4% |