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 Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,589 | $63,299-59.6% | $91,001-71.9% | $62,292-58.9% |
| Participation rate | 65.5% | 73.3%-7.8pp | 75.6%-10.1pp | 69.5%-4.0pp |
| Annual return | 17.37% | 20.99%-3.6pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,325 | $1,807-26.6% | $2,456-46.0% | $2,042-35.1% |
| Participant deferral / active EE | $2,331 | $2,943-20.8% | $3,547-34.3% | $3,169-26.5% |
| Admin fee / account holder | $5 | $468-98.9% | $5,417-99.9% | $479-99.0% |