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 21 · EIN 56-0939887 | Bank Trustee | $6,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,981 | $69,362-61.1% | $101,248-73.4% | $73,488-63.3% |
| Participation rate | 31.6% | 68.4%-36.8pp | 75.8%-44.3pp | 70.7%-39.1pp |
| Annual return | 44.66% | 18.46%+26.2pp | 46.47%-1.8pp | 28.51%+16.1pp |
| Employer contribution / active EE | $133 | $2,628-95.0% | $3,660-96.4% | $2,270-94.2% |
| Participant deferral / active EE | $1,422 | $3,300-56.9% | $4,370-67.5% | $3,740-62.0% |
| Admin fee / account holder | $88 | $704-87.5% | $5,945-98.5% | $513-82.9% |