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&T2+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $60,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,442 | $63,905-38.3% | $74,183-46.8% | $57,658-31.6% |
| Participation rate | 64.4% | 79.8%-15.3pp | 76.6%-12.2pp | 70.2%-5.8pp |
| Annual return | 7.99% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $374 | $1,840-79.7% | $2,370-84.2% | $1,974-81.0% |
| Participant deferral / active EE | $1,624 | $3,448-52.9% | $3,550-54.2% | $3,061-46.9% |
| Admin fee / account holder | $117 | $91+28.8% | $5,586-97.9% | $95+24.1% |