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 | $73,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,219 | $47,898-13.9% | $117,472-64.9% | $64,808-36.4% |
| Participation rate | 46.1% | 61.9%-15.8pp | 70.6%-24.5pp | 71.5%-25.4pp |
| Annual return | -14.44% | -15.54%+1.1pp | 29.74%-44.2pp | 32.82%-47.3pp |
| Employer contribution / active EE | $450 | $1,774-74.6% | $4,176-89.2% | $2,506-82.0% |
| Participant deferral / active EE | $1,439 | $3,151-54.3% | $4,070-64.6% | $4,310-66.6% |
| Admin fee / account holder | $165 | $132+25.3% | $5,645-97.1% | $188-12.0% |