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 Service code 21 · EIN 56-1368984 | Bank Trustee | $45,456 |
WILLIS TOWERS WATSON US LLC2 years Filed as: HOTTEL & WILLIS, P.C. Service code 10 · EIN 54-1135771 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,276 | $50,175-11.8% | $99,443-55.5% | $65,185-32.1% |
| Participation rate | 86.8% | 68.4%+18.3pp | 73.8%+12.9pp | 70.2%+16.6pp |
| Annual return | 12.45% | 25.36%-12.9pp | 30.72%-18.3pp | 29.38%-16.9pp |
| Employer contribution / active EE | $1,192 | $1,496-20.3% | $2,540-53.1% | $2,177-45.2% |
| Participant deferral / active EE | $1,792 | $2,748-34.8% | $3,619-50.5% | $3,514-49.0% |
| Admin fee / account holder | $334 | $398-16.0% | $6,250-94.7% | $847-60.6% |