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&T5+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $15,067 |
BB&T IIA1 year Service code 27 · EIN 57-0956597 | Advisory (Plan) | $10,395 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $5,801 |
BB&T1 year Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,680 | $65,376-33.2% | $87,100-49.9% | $65,185-33.0% |
| Participation rate | 80.2% | 75.3%+4.8pp | 76.9%+3.3pp | 70.2%+10.0pp |
| Annual return | 18.53% | 31.27%-12.7pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,622 | $3,388-52.1% | $4,049-59.9% | $3,514-53.8% |
| Admin fee / account holder | $270 | $520-48.1% | $7,497-96.4% | $847-68.2% |