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 | $35,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,511 | $39,898-11.0% | $121,196-70.7% | $55,725-36.3% |
| Participation rate | 30.0% | 61.2%-31.2pp | 71.7%-41.7pp | 70.9%-40.8pp |
| Annual return | -3.87% | -0.96%-2.9pp | 16.93%-20.8pp | 244.93%-248.8pp |
| Employer contribution / active EE | $301 | $1,295-76.7% | $4,022-92.5% | $2,078-85.5% |
| Participant deferral / active EE | $960 | $2,439-60.6% | $3,344-71.3% | $3,356-71.4% |
| Admin fee / account holder | $77 | $95-19.5% | $5,019-98.5% | $115-33.5% |