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.5+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $11,773 |
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 | $79,450 | $88,122-9.8% | $141,162-43.7% | $67,579+17.6% |
| Participation rate | 97.0% | 76.5%+20.5pp | 82.5%+14.5pp | 71.3%+25.7pp |
| Annual return | 21.99% | 75.40%-53.4pp | 71.39%-49.4pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,667 | $3,224-48.3% | $4,735-64.8% | $2,148-22.4% |
| Participant deferral / active EE | $6,326 | $5,958+6.2% | $6,709-5.7% | $3,539+78.7% |
| Admin fee / account holder | $26 | $131-80.1% | $10,261-99.7% | $142-81.7% |