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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,408 | $46,173-75.3% | $170,442-93.3% | $69,631-83.6% |
| Participation rate | 86.9% | 63.9%+23.0pp | 83.6%+3.3pp | 70.7%+16.2pp |
| Annual return | 12.11% | 21.62%-9.5pp | 205.93%-193.8pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $272 | $1,610-83.1% | $5,433-95.0% | $2,032-86.6% |
| Participant deferral / active EE | $1,098 | $2,080-47.2% | $4,939-77.8% | $3,224-66.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |