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 | $37,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,875 | $58,778-10.0% | $129,207-59.1% | $77,643-31.9% |
| Participation rate | 49.8% | 59.2%-9.5pp | 69.6%-19.8pp | 70.6%-20.8pp |
| Annual return | 14.47% | 24.73%-10.3pp | 9417.33%-9402.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $603 | $1,952-69.1% | $4,153-85.5% | $2,726-77.9% |
| Participant deferral / active EE | $1,994 | $3,212-37.9% | $4,168-52.2% | $4,647-57.1% |
| Admin fee / account holder | $88 | $589-85.0% | $7,715-98.9% | $430-79.5% |