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 8-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 Filed as: BB&T INSTITUTIONAL SERVICES Service code 50 · EIN 56-0939887 | Direct Payment | $9,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,482 | $25,302-90.2% | $74,701-96.7% | $67,579-96.3% |
| Participation rate | 68.2% | 37.8%+30.3pp | 54.5%+13.7pp | 71.3%-3.1pp |
| Annual return | 41.67% | 10291.17%-10249.5pp | 752.92%-711.3pp | 378.56%-336.9pp |
| Employer contribution / active EE | $295 | $446-33.9% | $1,084-72.8% | $2,148-86.3% |
| Participant deferral / active EE | $551 | $954-42.3% | $1,964-71.9% | $3,539-84.4% |
| Admin fee / account holder | $29 | $108-73.2% | $3,333-99.1% | $142-79.7% |