See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BB&T4 years Service code 21 · EIN 56-1368984 | Bank Trustee | $34,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,902 | $70,908-11.3% | $98,907-36.4% | $73,488-14.4% |
| Participation rate | 98.1% | 73.8%+24.3pp | 76.0%+22.1pp | 70.7%+27.4pp |
| Annual return | 16.89% | 34.17%-17.3pp | 196.43%-179.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,341 | $2,036+14.9% | $2,689-13.0% | $2,270+3.1% |
| Participant deferral / active EE | $3,842 | $3,500+9.8% | $4,244-9.5% | $3,740+2.7% |
| Admin fee / account holder | $201 | $535-62.4% | $6,642-97.0% | $513-60.8% |