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&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $839 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,274 | $56,629-58.9% | $77,999-70.2% | $55,167-57.8% |
| Participation rate | 75.2% | 73.3%+1.9pp | 75.5%-0.3pp | 69.0%+6.2pp |
| Annual return | 11.51% | 2866.98%-2855.5pp | 425.96%-414.5pp | 169.23%-157.7pp |
| Employer contribution / active EE | $1,227 | $1,723-28.8% | $2,470-50.3% | $1,963-37.5% |
| Participant deferral / active EE | $2,058 | $2,777-25.9% | $3,497-41.1% | $3,054-32.6% |
| Admin fee / account holder | $7 | $467-98.6% | $5,480-99.9% | $504-98.7% |