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.7+ years Filed as: AAAA BENEFITS INC. Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $16,603 |
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 | $239,039 | $105,181+127.3% | $159,436+49.9% | $85,850+178.4% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.8%-19.3pp | 69.3%-5.8pp |
| Annual return | 16.34% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,845 | $3,318-14.3% | $4,829-41.1% | $2,565+10.9% |
| Participant deferral / active EE | $7,318 | $5,945+23.1% | $7,352-0.5% | $3,952+85.2% |
| Admin fee / account holder | $173 | $6,933-97.5% | $10,799-98.4% | $6,260-97.2% |