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 5-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.1+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $41,075 |
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 | $78,656 | $100,801-22.0% | $149,696-47.5% | $73,409+7.1% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 16.82% | 265.34%-248.5pp | 276.60%-259.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,272 | $3,312-31.4% | $4,644-51.1% | $2,234+1.7% |
| Participant deferral / active EE | $6,965 | $6,404+8.8% | $6,842+1.8% | $3,805+83.0% |
| Admin fee / account holder | $86 | $181-52.2% | $9,309-99.1% | $158-45.2% |