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&T1 year Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $12,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,117 | $58,879-74.3% | $178,490-91.5% | $73,488-79.4% |
| Participation rate | 34.0% | 66.2%-32.2pp | 81.9%-47.9pp | 70.7%-36.6pp |
| Annual return | 15.35% | 24.86%-9.5pp | 151.07%-135.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $834 | $2,567-67.5% | $5,202-84.0% | $3,740-77.7% |
| Admin fee / account holder | $145 | $400-63.9% | $13,984-99.0% | $513-71.8% |