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 |
|---|---|---|
Filed as: CAROLINA WEALTH MANAGEMENT INC Service code 16 244 D OLMSTEAD BLVD · PINEHURST, NC 28374 | Consulting | $36,000 |
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,566 |
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 | $92,193 | $42,886+115.0% | $88,946+3.7% | $85,563+7.7% |
| Participation rate | 33.7% | 37.9%-4.2pp | 68.8%-35.2pp | 66.0%-32.3pp |
| Annual return | 15.03% | 44.56%-29.5pp | 57.82%-42.8pp | 31.51%-16.5pp |
| Employer contribution / active EE | $887 | $1,147-22.7% | $2,555-65.3% | $2,654-66.6% |
| Participant deferral / active EE | $1,710 | $2,108-18.9% | $4,581-62.7% | $4,375-60.9% |
| Admin fee / account holder | $284 | $2,263-87.5% | $8,261-96.6% | $834-66.0% |