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&T2 years Service code 15 · EIN 56-1368984 | Recordkeeping | $47,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,149 | $72,277-45.8% | $101,248-61.3% | $79,858-51.0% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 11.59% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $7,833 | $2,692+191.0% | $3,660+114.0% | $2,471+217.0% |
| Participant deferral / active EE | $1,051 | $3,282-68.0% | $4,370-76.0% | $3,740-71.9% |
| Admin fee / account holder | $540 | $4,400-87.7% | $5,945-90.9% | $5,306-89.8% |