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&T3+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $50,415 |
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 | $66,762 | $44,734+49.2% | $99,443-32.9% | $67,579-1.2% |
| Participation rate | 76.7% | 66.2%+10.5pp | 73.8%+2.8pp | 71.3%+5.4pp |
| Annual return | 23.64% | 32.45%-8.8pp | 30.72%-7.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $991 | $1,261-21.4% | $2,540-61.0% | $2,148-53.9% |
| Participant deferral / active EE | $3,206 | $2,731+17.4% | $3,619-11.4% | $3,539-9.4% |
| Admin fee / account holder | $142 | $120+18.7% | $6,250-97.7% | $142-0.2% |