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&T3 years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $34,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,798 | $40,174-8.4% | $84,015-56.2% | $67,579-45.5% |
| Participation rate | 45.0% | 62.7%-17.7pp | 69.0%-24.0pp | 71.3%-26.3pp |
| Annual return | 18.51% | 25.82%-7.3pp | 71.31%-52.8pp | 378.56%-360.0pp |
| Employer contribution / active EE | $521 | $808-35.5% | $1,983-73.7% | $2,148-75.7% |
| Participant deferral / active EE | $1,042 | $2,301-54.7% | $3,239-67.8% | $3,539-70.6% |
| Admin fee / account holder | $122 | $128-4.7% | $6,101-98.0% | $142-14.1% |