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 | $582 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,684 | $46,732-51.5% | $156,549-85.5% | $55,167-58.9% |
| Participation rate | 98.2% | 65.8%+32.4pp | 84.0%+14.2pp | 69.0%+29.2pp |
| Annual return | 6.57% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $394 | $2,105-81.3% | $5,501-92.8% | $1,963-79.9% |
| Participant deferral / active EE | $2,766 | $2,204+25.5% | $4,871-43.2% | $3,054-9.4% |
| Admin fee / account holder | $3 | $418-99.3% | $13,027-100.0% | $504-99.4% |