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 |
|---|---|---|
BB&T1 year Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $9,377 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $7,508 |
SUNTRUST BANKS, INC.2 years Filed as: BRANCH BANKING AND TRUST Service code 52 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,109 | $64,909-1.2% | $82,313-22.1% | $62,292+2.9% |
| Participation rate | 73.9% | 74.9%-1.0pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 14.08% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,135 | $1,676-32.3% | $2,428-53.3% | $2,042-44.4% |
| Participant deferral / active EE | $3,339 | $3,103+7.6% | $3,706-9.9% | $3,169+5.3% |
| Admin fee / account holder | $172 | $440-60.8% | $5,608-96.9% | $479-64.1% |