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.8+ years Filed as: AAAA BENEFITS INC. Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $20,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,644 | $82,664+139.1% | $125,339+57.7% | $68,494+188.6% |
| Participation rate | 71.2% | 75.0%-3.9pp | 82.4%-11.2pp | 67.9%+3.3pp |
| Annual return | -7.01% | -5.97%-1.0pp | 572.05%-579.1pp | -7.84%+0.8pp |
| Employer contribution / active EE | $2,981 | $3,381-11.8% | $4,814-38.1% | $2,596+14.8% |
| Participant deferral / active EE | $6,738 | $6,110+10.3% | $7,446-9.5% | $4,027+67.3% |
| Admin fee / account holder | $215 | $6,275-96.6% | $10,010-97.9% | $5,403-96.0% |