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 | $1,679 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $318 |
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 | $24,940 | $54,762-54.5% | $90,281-72.4% | $72,985-65.8% |
| Participation rate | 76.8% | 65.1%+11.7pp | 73.3%+3.6pp | 69.5%+7.4pp |
| Annual return | 10.97% | 30.63%-19.7pp | 78.10%-67.1pp | 81.00%-70.0pp |
| Employer contribution / active EE | $1,479 | $2,092-29.3% | $2,854-48.2% | $2,440-39.4% |
| Participant deferral / active EE | $1,628 | $2,887-43.6% | $3,885-58.1% | $3,607-54.9% |
| Admin fee / account holder | $36 | $3,972-99.1% | $5,351-99.3% | $5,124-99.3% |