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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,898 | $46,173-56.9% | $170,442-88.3% | $69,631-71.4% |
| Participation rate | 63.8% | 63.9%-0.1pp | 83.6%-19.8pp | 70.7%-6.9pp |
| Annual return | 6.66% | 21.62%-15.0pp | 205.93%-199.3pp | 27571.02%-27564.4pp |
| Employer contribution / active EE | $421 | $1,610-73.8% | $5,433-92.2% | $2,032-79.3% |
| Participant deferral / active EE | $617 | $2,080-70.3% | $4,939-87.5% | $3,224-80.9% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |