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.5+ years Filed as: AAAA BENEFITS INC. Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $22,318 |
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 | $163,250 | $89,355+82.7% | $141,162+15.6% | $72,985+123.7% |
| Participation rate | 71.3% | 75.1%-3.9pp | 82.5%-11.2pp | 69.5%+1.8pp |
| Annual return | 21.93% | 111.85%-89.9pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,344 | $3,114-24.7% | $4,735-50.5% | $2,440-3.9% |
| Participant deferral / active EE | $5,841 | $5,418+7.8% | $6,709-12.9% | $3,607+61.9% |
| Admin fee / account holder | $198 | $5,958-96.7% | $10,261-98.1% | $5,124-96.1% |