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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $32,961 |
BB&T5 years Service code 50 · EIN 56-1368984 | Direct Payment | $20,486 |
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 | $60,164 | $60,488-0.5% | $109,895-45.3% | $79,386-24.2% |
| Participation rate | 80.4% | 67.0%+13.4pp | 74.2%+6.2pp | 70.7%+9.7pp |
| Annual return | 32.86% | 189.57%-156.7pp | 29.45%+3.4pp | 116.85%-84.0pp |
| Employer contribution / active EE | $2,151 | $1,649+30.5% | $2,842-24.3% | $2,427-11.4% |
| Participant deferral / active EE | $2,465 | $3,220-23.4% | $4,048-39.1% | $4,046-39.1% |
| Admin fee / account holder | $266 | $605-56.0% | $6,066-95.6% | $626-57.6% |