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 | $1,403 |
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 | $44,046 | $47,977-8.2% | $154,107-71.4% | $56,287-21.7% |
| Participation rate | 61.1% | 66.2%-5.1pp | 83.0%-21.9pp | 69.9%-8.8pp |
| Annual return | -0.98% | 3.54%-4.5pp | 735.12%-736.1pp | -9.96%+9.0pp |
| Employer contribution / active EE | $700 | $2,169-67.7% | $5,298-86.8% | $2,111-66.9% |
| Participant deferral / active EE | $788 | $2,392-67.0% | $5,081-84.5% | $3,350-76.5% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.2% |