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.4+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $25,786 |
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 | $72,494 | $75,388-3.8% | $123,544-41.3% | $55,725+30.1% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.3%+15.7pp | 70.9%+27.1pp |
| Annual return | -3.99% | 4.48%-8.5pp | 119.20%-123.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,729 | $3,063-43.6% | $4,628-62.6% | $2,078-16.8% |
| Participant deferral / active EE | $6,251 | $5,651+10.6% | $6,426-2.7% | $3,356+86.3% |
| Admin fee / account holder | $64 | $120-46.8% | $9,284-99.3% | $115-44.7% |