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 Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,569 | $43,133+47.4% | $89,391-28.9% | $73,488-13.5% |
| Participation rate | 17.0% | 55.0%-38.0pp | 68.0%-51.0pp | 70.7%-53.7pp |
| Annual return | 18.10% | 135.66%-117.6pp | 245.62%-227.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $472 | $1,438-67.2% | $2,586-81.7% | $2,270-79.2% |
| Participant deferral / active EE | $910 | $2,445-62.8% | $3,890-76.6% | $3,740-75.7% |
| Admin fee / account holder | $8 | $444-98.2% | $4,881-99.8% | $513-98.5% |