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 |
|---|---|---|
SHARRARD, MCGEE & CO., P.A.1+ years Service code 10 800 GREEN VALLEY RD · GREENSBORO, NC 27404 | Accounting | $8,250 |
TRINITY PENSION GROUP, LLC1+ years Service code 13 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $6,405 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,573 | $72,177+153.0% | $115,037+58.7% | $59,632+206.2% |
| Participation rate | 93.7% | 72.6%+21.1pp | 81.4%+12.3pp | 68.7%+25.0pp |
| Annual return | 0.97% | 12.02%-11.0pp | 26.14%-25.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,269 | $2,841-55.3% | $4,608-72.5% | $2,203-42.4% |
| Participant deferral / active EE | $5,765 | $4,783+20.5% | $6,026-4.3% | $3,192+80.6% |
| Admin fee / account holder | $165 | $4,927-96.7% | $8,175-98.0% | $4,297-96.2% |