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 | $1,055 |
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 | $58,421 | $58,879-0.8% | $178,490-67.3% | $73,488-20.5% |
| Participation rate | 57.3% | 66.2%-9.0pp | 81.9%-24.7pp | 70.7%-13.4pp |
| Annual return | 13.27% | 24.86%-11.6pp | 151.07%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $748 | $2,236-66.6% | $5,011-85.1% | $2,270-67.1% |
| Participant deferral / active EE | $837 | $2,567-67.4% | $5,202-83.9% | $3,740-77.6% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |