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 INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $6,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,033 | $51,466-51.4% | $78,778-68.2% | $62,292-59.8% |
| Participation rate | 57.4% | 59.8%-2.4pp | 69.2%-11.8pp | 69.5%-12.1pp |
| Annual return | 19.75% | 19.96%-0.2pp | 35.62%-15.9pp | 28.90%-9.1pp |
| Employer contribution / active EE | $768 | $827-7.2% | $1,986-61.3% | $2,042-62.4% |
| Participant deferral / active EE | $1,330 | $2,147-38.1% | $2,958-55.0% | $3,169-58.0% |
| Admin fee / account holder | $48 | $489-90.1% | $5,134-99.1% | $479-89.9% |