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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,612 | $36,916+15.4% | $156,549-72.8% | $57,658-26.1% |
| Participation rate | 57.8% | 63.4%-5.6pp | 84.0%-26.2pp | 70.2%-12.4pp |
| Annual return | 5.72% | 12.38%-6.7pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,023 | $1,571-34.9% | $5,501-81.4% | $1,974-48.2% |
| Participant deferral / active EE | $2,130 | $1,926+10.6% | $4,871-56.3% | $3,061-30.4% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |