See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,277 |
Filed as: CAROLINA QUALIFIED RETIREMENT PLAN Service code 27 1462 HARBORSUN DRIVE · CHARLESTON, SC 29412 | Advisory (Plan) | $55,970 |
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 | $132,142 | $50,982+159.2% | $154,803-14.6% | $85,563+54.4% |
| Participation rate | 54.9% | 59.8%-4.9pp | 78.1%-23.2pp | 66.0%-11.1pp |
| Annual return | 14.32% | 30.35%-16.0pp | 58.88%-44.6pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,276 | $1,708-25.3% | $4,305-70.4% | $2,654-51.9% |
| Participant deferral / active EE | $3,469 | $2,474+40.2% | $5,540-37.4% | $4,375-20.7% |
| Admin fee / account holder | $244 | $846-71.2% | $14,329-98.3% | $834-70.8% |