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 Service code 19 · EIN 56-1368984 | Securities Custodian | $25,624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,627 | $46,297-23.0% | $71,671-50.3% | $62,292-42.8% |
| Participation rate | 43.2% | 60.6%-17.4pp | 68.7%-25.6pp | 69.5%-26.3pp |
| Annual return | 16.81% | 22.32%-5.5pp | 20.65%-3.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $385 | $1,412-72.7% | $2,460-84.3% | $2,042-81.1% |
| Participant deferral / active EE | $1,048 | $2,235-53.1% | $3,438-69.5% | $3,169-66.9% |
| Admin fee / account holder | $291 | $461-36.8% | $5,558-94.8% | $479-39.3% |