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 | $91,613 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,430 | $37,196-18.2% | $154,107-80.3% | $55,725-45.4% |
| Participation rate | 89.5% | 64.1%+25.4pp | 83.0%+6.4pp | 70.9%+18.6pp |
| Annual return | -2.90% | 1319.68%-1322.6pp | 735.12%-738.0pp | 244.93%-247.8pp |
| Employer contribution / active EE | $303 | $1,614-81.2% | $5,298-94.3% | $2,078-85.4% |
| Participant deferral / active EE | $1,706 | $2,068-17.5% | $5,081-66.4% | $3,356-49.2% |
| Admin fee / account holder | $185 | $102+82.2% | $13,411-98.6% | $115+60.7% |