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.8+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $15,419 |
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 | $92,061 | $82,202+12.0% | $125,339-26.6% | $64,808+42.1% |
| Participation rate | 93.4% | 77.9%+15.5pp | 82.4%+11.0pp | 71.5%+21.9pp |
| Annual return | -17.70% | 3.48%-21.2pp | 572.05%-589.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $2,109 | $3,615-41.7% | $4,814-56.2% | $2,506-15.8% |
| Participant deferral / active EE | $7,849 | $7,175+9.4% | $7,446+5.4% | $4,310+82.1% |
| Admin fee / account holder | $37 | $163-77.1% | $10,010-99.6% | $188-80.1% |