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&T4 years Service code 21 · EIN 56-1368984 | Bank Trustee | $51,544 |
WILLIS TOWERS WATSON US LLC3 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.
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 | $47,115 | $55,214-14.7% | $104,607-55.0% | $73,488-35.9% |
| Participation rate | 90.4% | 67.8%+22.5pp | 74.1%+16.3pp | 70.7%+19.7pp |
| Annual return | 8.58% | 24.79%-16.2pp | 340.46%-331.9pp | 28.51%-19.9pp |
| Employer contribution / active EE | $1,314 | $1,468-10.5% | $2,681-51.0% | $2,270-42.1% |
| Participant deferral / active EE | $2,209 | $2,925-24.5% | $3,740-40.9% | $3,740-40.9% |
| Admin fee / account holder | $343 | $424-19.0% | $6,473-94.7% | $513-33.1% |