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.3+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $47,491 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,672 | $82,202-29.8% | $125,339-54.0% | $64,808-11.0% |
| Participation rate | 97.5% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -17.83% | 3.48%-21.3pp | 572.05%-589.9pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,218 | $3,615-38.7% | $4,814-53.9% | $2,506-11.5% |
| Participant deferral / active EE | $7,836 | $7,175+9.2% | $7,446+5.2% | $4,310+81.8% |
| Admin fee / account holder | $80 | $163-50.9% | $10,010-99.2% | $188-57.4% |