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&T1+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $18,029 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,166 | $44,850-72.9% | $60,547-79.9% | $59,632-79.6% |
| Participation rate | 86.5% | 59.5%+27.1pp | 68.0%+18.6pp | 68.7%+17.9pp |
| Annual return | -1.03% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,298 | $2,230-41.8% | $3,328-61.0% | $3,192-59.3% |
| Admin fee / account holder | $212 | $3,635-94.2% | $4,536-95.3% | $4,297-95.1% |