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 | $32,903 |
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.
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 | $14,194 | $41,467-65.8% | $67,313-78.9% | $55,725-74.5% |
| Participation rate | 54.1% | 62.5%-8.4pp | 69.1%-15.0pp | 70.9%-16.8pp |
| Annual return | -5.24% | 0.82%-6.1pp | -4.08%-1.2pp | 244.93%-250.2pp |
| Employer contribution / active EE | $186 | $1,316-85.9% | $2,566-92.8% | $2,078-91.1% |
| Participant deferral / active EE | $1,086 | $2,399-54.7% | $3,568-69.6% | $3,356-67.6% |
| Admin fee / account holder | $92 | $102-9.9% | $4,507-98.0% | $115-20.2% |