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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $959 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,299 | $46,732-75.8% | $156,549-92.8% | $55,167-79.5% |
| Participation rate | 85.3% | 65.8%+19.5pp | 84.0%+1.3pp | 69.0%+16.3pp |
| Annual return | 4.82% | 17.72%-12.9pp | 32.23%-27.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $299 | $2,105-85.8% | $5,501-94.6% | $1,963-84.8% |
| Participant deferral / active EE | $323 | $2,204-85.3% | $4,871-93.4% | $3,054-89.4% |
| Admin fee / account holder | $7 | $418-98.2% | $13,027-99.9% | $504-98.5% |