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 | $7,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,066 | $46,292-73.9% | $143,757-91.6% | $64,808-81.4% |
| Participation rate | 74.4% | 64.2%+10.2pp | 80.3%-5.9pp | 71.5%+2.9pp |
| Annual return | -11.13% | -10.05%-1.1pp | -0.04%-11.1pp | 32.82%-44.0pp |
| Employer contribution / active EE | $449 | $1,910-76.5% | $4,951-90.9% | $2,506-82.1% |
| Participant deferral / active EE | $577 | $2,646-78.2% | $5,637-89.8% | $4,310-86.6% |
| Admin fee / account holder | $29 | $154-81.2% | $14,673-99.8% | $188-84.6% |