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 21 · EIN 56-1368984 | Bank Trustee | $42,488 |
Filed as: HOTTEL & WILLIS, P.C. Service code 10 · EIN 54-1135771 | Accounting | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,661 | $45,825-4.7% | $90,645-51.8% | $56,287-22.4% |
| Participation rate | 89.5% | 66.7%+22.8pp | 74.0%+15.5pp | 69.9%+19.7pp |
| Annual return | 2.72% | 38.64%-35.9pp | 1.88%+0.8pp | -9.96%+12.7pp |
| Employer contribution / active EE | $1,049 | $1,372-23.5% | $2,532-58.6% | $2,111-50.3% |
| Participant deferral / active EE | $1,854 | $2,562-27.6% | $3,425-45.9% | $3,350-44.6% |
| Admin fee / account holder | $365 | $413-11.5% | $4,994-92.7% | $521-29.9% |