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&T2 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $11,244 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,813 | $29,369-87.0% | $77,482-95.1% | $73,409-94.8% |
| Participation rate | 64.7% | 37.9%+26.7pp | 54.2%+10.5pp | 72.2%-7.5pp |
| Annual return | 19.55% | 358.15%-338.6pp | 54.79%-35.2pp | 59.29%-39.7pp |
| Employer contribution / active EE | $267 | $406-34.2% | $986-72.9% | $2,234-88.0% |
| Participant deferral / active EE | $470 | $941-50.1% | $1,861-74.8% | $3,805-87.7% |
| Admin fee / account holder | $34 | $123-72.6% | $2,858-98.8% | $158-78.7% |