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.6+ years Filed as: AAAA BENEFITS INC. Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $19,010 |
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 | $189,612 | $98,750+92.0% | $149,696+26.7% | $79,858+137.4% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.5%-8.5pp | 69.6%+4.3pp |
| Annual return | 15.21% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,831 | $3,216-12.0% | $4,644-39.1% | $2,471+14.6% |
| Participant deferral / active EE | $6,283 | $5,680+10.6% | $6,842-8.2% | $3,740+68.0% |
| Admin fee / account holder | $173 | $6,053-97.1% | $9,309-98.1% | $5,306-96.7% |