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 | $19,816 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $15,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,133 | $51,197-52.9% | $82,719-70.8% | $66,914-63.9% |
| Participation rate | 95.7% | 67.8%+27.9pp | 72.6%+23.2pp | 69.8%+25.9pp |
| Annual return | -16.22% | -9.64%-6.6pp | 701.18%-717.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,838 | $2,611-29.6% | $3,009-38.9% | $2,544-27.8% |
| Participant deferral / active EE | $1,618 | $3,458-53.2% | $4,395-63.2% | $4,237-61.8% |
| Admin fee / account holder | $190 | $416-54.3% | $5,329-96.4% | $593-68.0% |