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 Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $49,622 |
BB&T IIA1 year Filed as: BB AND T IIA Service code 27 · EIN 57-0956597 | Advisory (Plan) | $10,387 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,802 | $75,388-93.6% | $123,544-96.1% | $55,725-91.4% |
| Participation rate | 93.6% | 75.7%+17.9pp | 82.3%+11.3pp | 70.9%+22.7pp |
| Annual return | -1.97% | 4.48%-6.4pp | 119.20%-121.2pp | 244.93%-246.9pp |
| Employer contribution / active EE | $476 | $3,063-84.5% | $4,628-89.7% | $2,078-77.1% |
| Participant deferral / active EE | $1,412 | $5,651-75.0% | $6,426-78.0% | $3,356-57.9% |
| Admin fee / account holder | $49 | $120-59.3% | $9,284-99.5% | $115-57.6% |