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.
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 | $21,044 | $37,196-43.4% | $154,107-86.3% | $55,725-62.2% |
| Participation rate | 61.8% | 64.1%-2.2pp | 83.0%-21.2pp | 70.9%-9.0pp |
| Annual return | 6.16% | 1319.68%-1313.5pp | 735.12%-729.0pp | 244.93%-238.8pp |
| Employer contribution / active EE | $411 | $1,614-74.5% | $5,298-92.2% | $2,078-80.2% |
| Participant deferral / active EE | $676 | $2,068-67.3% | $5,081-86.7% | $3,356-79.9% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |