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.3+ years Filed as: AAAA BENEFITS INC. Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $21,886 |
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 | $161,045 | $85,766+87.8% | $136,294+18.2% | $70,131+129.6% |
| Participation rate | 65.3% | 74.2%-8.8pp | 81.9%-16.6pp | 69.5%-4.2pp |
| Annual return | 16.39% | 31.45%-15.1pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,283 | $2,966-56.8% | $4,695-72.7% | $2,342-45.2% |
| Participant deferral / active EE | $4,941 | $5,051-2.2% | $6,247-20.9% | $3,332+48.3% |
| Admin fee / account holder | $217 | $5,420-96.0% | $9,243-97.7% | $4,645-95.3% |