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 21 · EIN 56-1368984 | Bank Trustee | $16,909 |
BB&T1 year Filed as: BB AND T Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $7,849 |
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 | $38,933 | $58,851-33.8% | $115,157-66.2% | $72,985-46.7% |
| Participation rate | 94.6% | 65.5%+29.0pp | 75.9%+18.7pp | 69.5%+25.1pp |
| Annual return | 19.42% | 23.16%-3.7pp | 35.60%-16.2pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,576 | $1,798+43.3% | $3,179-19.0% | $2,440+5.6% |
| Participant deferral / active EE | $1,252 | $2,643-52.6% | $4,168-70.0% | $3,607-65.3% |
| Admin fee / account holder | $231 | $6,370-96.4% | $7,088-96.7% | $5,124-95.5% |