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&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $21,060 |
BB&T2+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $19,452 |
PRONVEST2+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $15,039 |
BB&T2+ years Filed as: BB AND T Service code 52 | Indirect Investment Fees | $0 |
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 | $26,523 | $36,916-28.2% | $156,549-83.1% | $57,658-54.0% |
| Participation rate | 85.9% | 63.4%+22.5pp | 84.0%+1.9pp | 70.2%+15.7pp |
| Annual return | 6.78% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $459 | $1,571-70.8% | $5,501-91.7% | $1,974-76.8% |
| Participant deferral / active EE | $2,432 | $1,926+26.3% | $4,871-50.1% | $3,061-20.5% |
| Admin fee / account holder | $126 | $82+52.8% | $13,027-99.0% | $95+33.3% |