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 | $2,027 |
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 | $51,009 | $52,953-3.7% | $172,739-70.5% | $65,185-21.7% |
| Participation rate | 56.3% | 66.2%-9.9pp | 82.6%-26.3pp | 70.2%-13.9pp |
| Annual return | 11.98% | 30.12%-18.1pp | 802.84%-790.9pp | 29.38%-17.4pp |
| Employer contribution / active EE | $714 | $2,190-67.4% | $5,143-86.1% | $2,177-67.2% |
| Participant deferral / active EE | $807 | $2,471-67.3% | $5,198-84.5% | $3,514-77.0% |
| Admin fee / account holder | $15 | $472-96.9% | $13,954-99.9% | $847-98.3% |