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.7+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $31,398 |
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 | $116,283 | $104,475+11.3% | $159,436-27.1% | $79,386+46.5% |
| Participation rate | 95.5% | 76.6%+18.9pp | 82.8%+12.7pp | 70.7%+24.8pp |
| Annual return | 13.94% | 67.95%-54.0pp | 263.57%-249.6pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,123 | $3,417-67.1% | $4,829-76.7% | $2,427-53.7% |
| Participant deferral / active EE | $7,834 | $6,467+21.1% | $7,352+6.6% | $4,046+93.7% |
| Admin fee / account holder | $79 | $711-88.9% | $10,799-99.3% | $626-87.4% |