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 | $5,556 |
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.
Annual investment return 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 | $14,019 | $62,928-77.7% | $172,739-91.9% | $67,579-79.3% |
| Participation rate | 59.5% | 64.5%-5.0pp | 82.6%-23.2pp | 71.3%-11.8pp |
| Annual return | 12.60% | 30.36%-17.8pp | 802.84%-790.2pp | 378.56%-366.0pp |
| Employer contribution / active EE | $357 | $1,636-78.2% | $5,143-93.1% | $2,148-83.4% |
| Participant deferral / active EE | $498 | $2,145-76.8% | $5,198-90.4% | $3,539-85.9% |
| Admin fee / account holder | $25 | $167-85.2% | $13,954-99.8% | $142-82.7% |