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.6+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $30,582 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,262 | $100,801-5.5% | $149,696-36.4% | $73,409+29.8% |
| Participation rate | 97.3% | 77.7%+19.6pp | 82.5%+14.8pp | 72.2%+25.1pp |
| Annual return | 15.24% | 265.34%-250.1pp | 276.60%-261.4pp | 59.29%-44.0pp |
| Employer contribution / active EE | $414 | $3,312-87.5% | $4,644-91.1% | $2,234-81.5% |
| Participant deferral / active EE | $6,757 | $6,404+5.5% | $6,842-1.2% | $3,805+77.6% |
| Admin fee / account holder | $70 | $181-61.4% | $9,309-99.2% | $158-55.8% |