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 | $5,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,749 | $37,196-60.3% | $154,107-90.4% | $55,725-73.5% |
| Participation rate | 45.9% | 64.1%-18.2pp | 83.0%-37.2pp | 70.9%-25.0pp |
| Annual return | -2.60% | 1319.68%-1322.3pp | 735.12%-737.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $264 | $1,614-83.6% | $5,298-95.0% | $2,078-87.3% |
| Participant deferral / active EE | $382 | $2,068-81.5% | $5,081-92.5% | $3,356-88.6% |
| Admin fee / account holder | $31 | $102-69.6% | $13,411-99.8% | $115-73.2% |