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 | $41,940 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $530 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $510 |
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 | $33,885 | $62,928-46.2% | $172,739-80.4% | $67,579-49.9% |
| Participation rate | 76.9% | 64.5%+12.4pp | 82.6%-5.7pp | 71.3%+5.6pp |
| Annual return | 18.60% | 30.36%-11.8pp | 802.84%-784.2pp | 378.56%-360.0pp |
| Employer contribution / active EE | $1,232 | $1,636-24.7% | $5,143-76.0% | $2,148-42.6% |
| Participant deferral / active EE | $2,908 | $2,145+35.6% | $5,198-44.0% | $3,539-17.8% |
| Admin fee / account holder | $86 | $167-48.3% | $13,954-99.4% | $142-39.5% |