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 |
|---|---|---|
PRONVEST5+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $50,357 |
BB&T5+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $35,479 |
BB&T IIA5+ years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $15,116 |
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 | $77,788 | $47,648+63.3% | $130,648-40.5% | $67,579+15.1% |
| Participation rate | 70.1% | 60.4%+9.7pp | 71.7%-1.6pp | 71.3%-1.2pp |
| Annual return | 28.44% | 25.73%+2.7pp | 1708.96%-1680.5pp | 378.56%-350.1pp |
| Employer contribution / active EE | $2,183 | $1,408+55.0% | $4,092-46.7% | $2,148+1.6% |
| Participant deferral / active EE | $5,296 | $2,616+102.4% | $3,603+47.0% | $3,539+49.6% |
| Admin fee / account holder | $323 | $105+207.1% | $5,464-94.1% | $142+126.7% |