See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AAAA BENEFITS, INC.5+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $53,239 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,657 | $106,028-20.2% | $146,958-42.4% | $77,643+9.0% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 15.53% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,249 | $4,063-44.6% | $4,933-54.4% | $2,726-17.5% |
| Participant deferral / active EE | $8,573 | $7,990+7.3% | $8,070+6.2% | $4,647+84.5% |
| Admin fee / account holder | $105 | $337-68.9% | $12,998-99.2% | $430-75.7% |