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 Service code 21 · EIN 56-1368984 | Bank Trustee | $20,960 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $12,203 |
PRONVEST2 years Service code 52 · EIN 62-1823551 | Indirect Investment Fees | $11,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,973 | $47,922+139.9% | $75,886+51.5% | $65,185+76.4% |
| Participation rate | 48.1% | 63.0%-14.9pp | 69.3%-21.2pp | 70.2%-22.1pp |
| Annual return | 17.43% | 24.12%-6.7pp | 30.76%-13.3pp | 29.38%-12.0pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,261 | $2,550-11.4% | $3,603-37.3% | $3,514-35.7% |
| Admin fee / account holder | $681 | $532+28.1% | $5,418-87.4% | $847-19.6% |