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&T4 years Service code 21 · EIN 56-1368984 | Bank Trustee | $18,514 |
BB&T1 year Filed as: BB&TIIA Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $13,548 |
PRONVEST3 years Service code 52 · EIN 62-1823551 | Indirect Investment Fees | $12,338 |
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.)
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 | $129,095 | $59,839+115.7% | $81,983+57.5% | $79,858+61.7% |
| Participation rate | 55.8% | 61.6%-5.8pp | 69.2%-13.4pp | 69.6%-13.8pp |
| Annual return | 11.67% | 17.56%-5.9pp | 41.31%-29.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,259 | $2,695-16.2% | $3,722-39.3% | $3,740-39.6% |
| Admin fee / account holder | $694 | $4,287-83.8% | $5,664-87.8% | $5,306-86.9% |