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 8-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 | $49,158 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,471 | $37,591+52.9% | $90,645-36.6% | $55,725+3.1% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.0%-1.6pp | 70.9%+1.5pp |
| Annual return | -4.19% | -3.20%-1.0pp | 1.88%-6.1pp | 244.93%-249.1pp |
| Employer contribution / active EE | $849 | $1,302-34.8% | $2,532-66.5% | $2,078-59.2% |
| Participant deferral / active EE | $2,730 | $2,643+3.3% | $3,425-20.3% | $3,356-18.6% |
| Admin fee / account holder | $137 | $100+37.0% | $4,994-97.3% | $115+18.9% |