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&T4 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $18,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,936 | $69,362-56.8% | $101,248-70.4% | $73,488-59.3% |
| Participation rate | 35.0% | 68.4%-33.4pp | 75.8%-40.8pp | 70.7%-35.7pp |
| Annual return | 17.58% | 18.46%-0.9pp | 46.47%-28.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $850 | $2,628-67.6% | $3,660-76.8% | $2,270-62.5% |
| Participant deferral / active EE | $2,004 | $3,300-39.3% | $4,370-54.1% | $3,740-46.4% |
| Admin fee / account holder | $226 | $704-67.8% | $5,945-96.2% | $513-55.9% |