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.10+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $51,123 |
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 | $107,238 | $106,028+1.1% | $146,958-27.0% | $77,643+38.1% |
| Participation rate | 94.9% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 13.12% | 56.73%-43.6pp | 418.34%-405.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,485 | $4,063-38.8% | $4,933-49.6% | $2,726-8.8% |
| Participant deferral / active EE | $8,918 | $7,990+11.6% | $8,070+10.5% | $4,647+91.9% |
| Admin fee / account holder | $118 | $337-65.1% | $12,998-99.1% | $430-72.6% |