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 IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $23,718 |
BB&T3+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $19,052 |
PRONVEST3+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $18,268 |
BB&T3+ 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 | $28,368 | $46,173-38.6% | $170,442-83.4% | $69,631-59.3% |
| Participation rate | 79.7% | 63.9%+15.8pp | 83.6%-3.9pp | 70.7%+9.0pp |
| Annual return | 17.81% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $408 | $1,610-74.7% | $5,433-92.5% | $2,032-79.9% |
| Participant deferral / active EE | $2,310 | $2,080+11.0% | $4,939-53.2% | $3,224-28.3% |
| Admin fee / account holder | $134 | $116+15.7% | $13,880-99.0% | $110+21.5% |