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&T1+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $55,401 |
BB&T IIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $47,637 |
PRONVEST1+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $7,680 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,714 | $57,096-39.2% | $94,224-63.2% | $55,191-37.1% |
| Participation rate | 87.4% | 75.7%+11.8pp | 78.8%+8.7pp | 69.2%+18.3pp |
| Annual return | 2.86% | 159.65%-156.8pp | 10.68%-7.8pp | 10.78%-7.9pp |
| Employer contribution / active EE | $414 | $1,708-75.7% | $3,587-88.4% | $1,899-78.2% |
| Participant deferral / active EE | $3,514 | $3,165+11.0% | $4,320-18.7% | $3,046+15.3% |
| Admin fee / account holder | $150 | $89+68.6% | $6,269-97.6% | $91+65.7% |