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 | $25,866 |
KOSITZKA, WICKS AND COMPANY2+ years Service code 10 · EIN 54-1342298 | Accounting | $16,270 |
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $10,026 |
BB&T IIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $7,938 |
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING & TRUST Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,970 | $52,884-32.0% | $84,750-57.6% | $55,167-34.8% |
| Participation rate | 45.8% | 67.5%-21.8pp | 76.6%-30.8pp | 69.0%-23.2pp |
| Annual return | 7.52% | 18.03%-10.5pp | 22.78%-15.3pp | 169.23%-161.7pp |
| Employer contribution / active EE | $407 | $2,233-81.8% | $3,574-88.6% | $1,963-79.3% |
| Participant deferral / active EE | $813 | $2,644-69.2% | $3,712-78.1% | $3,054-73.4% |
| Admin fee / account holder | $477 | $581-17.9% | $5,332-91.1% | $504-5.3% |