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 INC1 year Filed as: BB&T SECURITIES LLC Service code 53 | Insurance Commissions | $42,780 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,338 |
SECURITIES AMERICA INC1 year Filed as: BB T SECURITIES LLC Service code 53 · EIN 20-5817590 | Insurance Commissions | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,221 | $80,177-79.8% | $123,892-86.9% | $57,658-71.9% |
| Participation rate | 78.8% | 74.4%+4.3pp | 81.4%-2.6pp | 70.2%+8.6pp |
| Annual return | 15.29% | 17.90%-2.6pp | 47.52%-32.2pp | 5.13%+10.2pp |
| Employer contribution / active EE | $987 | $2,913-66.1% | $4,617-78.6% | $1,974-50.0% |
| Participant deferral / active EE | $1,542 | $5,130-69.9% | $5,984-74.2% | $3,061-49.6% |
| Admin fee / account holder | $21 | $106-80.1% | $8,357-99.7% | $95-77.6% |