See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $28,019 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $27,563 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,248 | $60,323-51.5% | $81,812-64.2% | $74,495-60.7% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.3%+26.9pp | 67.2%+32.1pp |
| Annual return | 18.23% | 16.90%+1.3pp | 773.79%-755.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,901 | $2,620+10.7% | $2,912-0.4% | $2,623+10.6% |
| Participant deferral / active EE | $2,844 | $3,387-16.1% | $4,319-34.1% | $4,346-34.6% |
| Admin fee / account holder | $220 | $1,486-85.2% | $7,386-97.0% | $1,942-88.7% |