Filed July 2, 2025 (most recent of 3 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 | $101,499+32.8% | $147,005-8.3% | $74,546+80.8% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 9.45% | 8732.34%-8722.9pp | 418.76%-409.3pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $4,613 | $3,811+21.0% | $4,934-6.5% | $2,624+75.8% |
| Participant deferral / active EE | $8,490 | $7,304+16.2% | $8,070+5.2% | $4,347+95.3% |
| Admin fee / account holder | $178 | $1,748-89.8% | $13,006-98.6% | $1,944-90.8% |