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&T3+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $69,003 |
PRONVEST3+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $35,983 |
BB&T IIA3+ years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $29,355 |
BB&T3+ years Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,647 | $45,324+31.6% | $122,332-51.2% | $69,631-14.3% |
| Participation rate | 78.7% | 59.9%+18.7pp | 71.6%+7.0pp | 70.7%+8.0pp |
| Annual return | 22.02% | 25.35%-3.3pp | 30.27%-8.3pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $2,093 | $1,230+70.2% | $4,050-48.3% | $2,032+3.0% |
| Participant deferral / active EE | $4,888 | $2,367+106.5% | $3,287+48.7% | $3,224+51.6% |
| Admin fee / account holder | $478 | $87+449.5% | $5,478-91.3% | $110+332.9% |