Filed September 10, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
AAAA BENEFITS, INC.10+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $30,514 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,773 | $101,317+33.0% | $146,958-8.3% | $74,495+80.9% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 9.45% | 8730.91%-8721.5pp | 418.34%-408.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $4,613 | $3,810+21.1% | $4,933-6.5% | $2,623+75.9% |
| Participant deferral / active EE | $8,490 | $7,303+16.2% | $8,070+5.2% | $4,346+95.4% |
| Admin fee / account holder | $178 | $1,739-89.7% | $12,998-98.6% | $1,942-90.8% |