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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $35,440 |
DAVENPORT & COMPANY LLC1 year Service code 27 · EIN 54-1835842 | Advisory (Plan) | $12,739 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $11,761 |
Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,509 | $185,342-34.4% | $111,297+9.2% | $86,799+40.0% |
| Participation rate | 90.3% | 81.0%+9.3pp | 77.3%+13.0pp | 72.3%+18.0pp |
| Annual return | 13.20% | 500.80%-487.6pp | 54.65%-41.4pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,776 | $2,246-20.9% | $2,731-35.0% | $2,405-26.2% |
| Participant deferral / active EE | $5,032 | $4,458+12.9% | $4,487+12.1% | $4,131+21.8% |
| Admin fee / account holder | $173 | $255-32.1% | $7,964-97.8% | $170+2.2% |