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 year Service code 15 · EIN 56-1368984 | Recordkeeping | $21,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,737 | $63,114-59.2% | $92,893-72.3% | $65,185-60.5% |
| Participation rate | 59.4% | 68.8%-9.4pp | 76.0%-16.6pp | 70.2%-10.8pp |
| Annual return | 22.01% | 28.75%-6.7pp | 109.41%-87.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,860 | $2,571+50.2% | $3,653+5.7% | $2,177+77.3% |
| Participant deferral / active EE | $331 | $3,108-89.3% | $4,236-92.2% | $3,514-90.6% |
| Admin fee / account holder | $185 | $624-70.3% | $5,794-96.8% | $847-78.1% |