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 5-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 · EIN 20-5817590 | Insurance Commissions | $5,485 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,948 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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 | $7,585 | $75,183-89.9% | $123,892-93.9% | $55,167-86.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 19.13% | 19.01%+0.1pp | 47.52%-28.4pp | 169.23%-150.1pp |
| Employer contribution / active EE | $2,987 | $2,823+5.8% | $4,617-35.3% | $1,963+52.2% |
| Participant deferral / active EE | $999 | $5,084-80.4% | $5,984-83.3% | $3,054-67.3% |
| Admin fee / account holder | $38 | $663-94.3% | $8,357-99.5% | $504-92.4% |