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 | $59,655 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,948 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,562 | $56,485-24.6% | $185,823-77.1% | $86,799-51.0% |
| Participation rate | 78.9% | 65.5%+13.4pp | 81.7%-2.8pp | 72.3%+6.6pp |
| Annual return | 12.61% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,502 | $1,843-18.5% | $5,167-70.9% | $2,405-37.5% |
| Participant deferral / active EE | $3,468 | $2,553+35.9% | $5,568-37.7% | $4,131-16.0% |
| Admin fee / account holder | $113 | $150-24.5% | $16,237-99.3% | $170-33.4% |