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 | $2,906 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,145 | $81,248-88.7% | $155,509-94.1% | $80,856-88.7% |
| Participation rate | 84.5% | 66.2%+18.3pp | 78.2%+6.3pp | 67.6%+16.8pp |
| Annual return | 11.90% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $830 | $3,100-73.2% | $4,672-82.2% | $2,755-69.9% |
| Participant deferral / active EE | $1,247 | $3,452-63.9% | $5,626-77.8% | $4,296-71.0% |
| Admin fee / account holder | $22 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |