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 |
|---|---|---|
RETIREMENT DIRECT1 year Service code 37 11120 TREYNORTH DRIVE · CORNELIUS, NC 28031 | Loan Processing | $23,884 |
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 | $83,945 | $86,897-3.4% | $151,611-44.6% | $64,808+29.5% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.5%+9.9pp | 71.5%+25.9pp |
| Annual return | -13.32% | -3.57%-9.8pp | 3.33%-16.6pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,428 | $4,010-39.5% | $6,166-60.6% | $2,506-3.1% |
| Participant deferral / active EE | $5,456 | $6,690-18.4% | $8,363-34.8% | $4,310+26.6% |
| Admin fee / account holder | $75 | $153-51.1% | $11,616-99.4% | $188-60.2% |