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 | $31,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,399 | $44,059-53.7% | $71,671-71.5% | $69,631-70.7% |
| Participation rate | 69.0% | 60.8%+8.3pp | 68.7%+0.3pp | 70.7%-1.6pp |
| Annual return | 16.77% | 21.97%-5.2pp | 20.65%-3.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $241 | $1,305-81.5% | $2,460-90.2% | $2,032-88.2% |
| Participant deferral / active EE | $1,438 | $2,370-39.3% | $3,438-58.2% | $3,224-55.4% |
| Admin fee / account holder | $116 | $108+7.6% | $5,558-97.9% | $110+4.9% |