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 | $318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,289 | $84,233-73.5% | $170,442-86.9% | $70,131-68.2% |
| Participation rate | 27.9% | 70.8%-42.9pp | 83.6%-55.7pp | 69.5%-41.6pp |
| Annual return | 12.85% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $383 | $3,387-88.7% | $5,433-92.9% | $2,342-83.6% |
| Participant deferral / active EE | $458 | $3,086-85.2% | $4,939-90.7% | $3,332-86.3% |
| Admin fee / account holder | $6 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |