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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES, LLC Service code 26 · EIN 20-5817590 | Advisory (Participants) | $11,684 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $306 |
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 | $32,768 | $52,953-38.1% | $172,739-81.0% | $65,185-49.7% |
| Participation rate | 74.1% | 66.2%+7.9pp | 82.6%-8.6pp | 70.2%+3.9pp |
| Annual return | 23.23% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $976 | $2,190-55.4% | $5,143-81.0% | $2,177-55.2% |
| Participant deferral / active EE | $2,126 | $2,471-13.9% | $5,198-59.1% | $3,514-39.5% |
| Admin fee / account holder | $73 | $472-84.6% | $13,954-99.5% | $847-91.4% |