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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $29,221 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $20,556 |
BB&T1 year Service code 50 · EIN 56-1368984 | Direct Payment | $7,743 |
BB&T2 years Filed as: BB&T INSTITUTIONAL INV ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $5,766 |
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 | $81,933 | $84,936-3.5% | $111,297-26.4% | $79,386+3.2% |
| Participation rate | 92.7% | 75.9%+16.9pp | 77.3%+15.4pp | 70.7%+22.0pp |
| Annual return | 18.51% | 17.45%+1.1pp | 54.65%-36.1pp | 116.85%-98.3pp |
| Employer contribution / active EE | $3,451 | $1,979+74.3% | $2,731+26.3% | $2,427+42.1% |
| Participant deferral / active EE | $5,329 | $3,888+37.1% | $4,487+18.8% | $4,046+31.7% |
| Admin fee / account holder | $234 | $537-56.4% | $7,964-97.1% | $626-62.6% |