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 AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $45,258 |
SHDR IA1+ years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $12,116 |
Employer contribution per participant 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 | $39,529 | $72,770-45.7% | $67,652-41.6% | $55,191-28.4% |
| Participation rate | 81.6% | 78.8%+2.8pp | 75.7%+5.9pp | 69.2%+12.4pp |
| Annual return | 2.56% | -3.26%+5.8pp | 6625.04%-6622.5pp | 10.78%-8.2pp |
| Employer contribution / active EE | $500 | $1,769-71.7% | $2,266-77.9% | $1,899-73.7% |
| Participant deferral / active EE | $2,135 | $3,408-37.4% | $3,560-40.0% | $3,046-29.9% |
| Admin fee / account holder | $121 | $79+52.9% | $4,821-97.5% | $91+32.8% |