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 17 · EIN 13-5674085 100 N. TRYON ST · CHARLOTTE, NC 28255 | Pension Consulting | $11,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,387 | $45,863+206.1% | $77,024+82.3% | $68,494+105.0% |
| Participation rate | 28.1% | 55.9%-27.8pp | 67.9%-39.8pp | 67.9%-39.8pp |
| Annual return | -14.86% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,249 | $1,650-24.3% | $2,812-55.6% | $2,596-51.9% |
| Participant deferral / active EE | $2,841 | $2,962-4.1% | $4,426-35.8% | $4,027-29.4% |
| Admin fee / account holder | $677 | $3,041-77.7% | $5,425-87.5% | $5,403-87.5% |