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 |
|---|---|---|
CAROLINA WEALTH MANAGEMENT, INC.2+ years Service code 27 295 OLMSTED BOULEVARD, SUITE 2 · PINEHURST, NC 28374 | Advisory (Plan) | $36,000 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,422 | $30,599+100.7% | $74,583-17.6% | $57,658+6.5% |
| Participation rate | 54.3% | 49.1%+5.1pp | 68.1%-13.8pp | 70.2%-15.9pp |
| Annual return | 8.32% | 14.24%-5.9pp | 20.47%-12.1pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,263 | $1,000+26.3% | $2,525-50.0% | $1,974-36.0% |
| Participant deferral / active EE | $2,088 | $1,805+15.7% | $3,458-39.6% | $3,061-31.8% |
| Admin fee / account holder | $163 | $98+66.4% | $4,138-96.1% | $95+72.5% |