Filed January 3, 2024
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&T2 years Service code 16 · EIN 56-1368984 | Consulting | $77,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,146 | $48,592-46.2% | $185,823-85.9% | $90,288-71.0% |
| Participation rate | 42.1% | 66.2%-24.2pp | 78.0%-36.0pp | 73.4%-31.3pp |
| Annual return | 14.79% | 68.51%-53.7pp | 35.95%-21.2pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,051 | $1,389-24.3% | $4,087-74.3% | $2,524-58.4% |
| Participant deferral / active EE | $1,580 | $3,463-54.4% | $5,632-71.9% | $4,232-62.7% |
| Admin fee / account holder | $84 | $77+8.8% | $9,500-99.1% | $114-26.1% |