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.9+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $14,530 |
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 | $97,758 | $95,274+2.6% | $135,903-28.1% | $74,419+31.4% |
| Participation rate | 96.3% | 78.2%+18.1pp | 81.9%+14.4pp | 70.7%+25.5pp |
| Annual return | 16.18% | 32.77%-16.6pp | 68.23%-52.0pp | 34.38%-18.2pp |
| Employer contribution / active EE | $2,347 | $3,874-39.4% | $4,856-51.7% | $2,637-11.0% |
| Participant deferral / active EE | $8,188 | $7,782+5.2% | $7,758+5.6% | $4,528+80.8% |
| Admin fee / account holder | $33 | $266-87.5% | $10,762-99.7% | $348-90.5% |