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&T6+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $4,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,461 | $74,706-76.6% | $75,696-76.9% | $79,386-78.0% |
| Participation rate | 45.7% | 75.3%-29.7pp | 74.8%-29.2pp | 70.7%-25.0pp |
| Annual return | 39.10% | 18.52%+20.6pp | 104.53%-65.4pp | 116.85%-77.7pp |
| Employer contribution / active EE | $1,245 | $2,590-51.9% | $2,743-54.6% | $2,427-48.7% |
| Participant deferral / active EE | $1,646 | $3,533-53.4% | $3,821-56.9% | $4,046-59.3% |
| Admin fee / account holder | $32 | $374-91.4% | $3,619-99.1% | $626-94.9% |