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&T1+ years Service code 16 · EIN 56-1368984 | Consulting | $35,597 |
BB&T IIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $19,043 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC RETIREMENT PARTNERS Service code 21 111 BULIFANTS BLVD STE D · WILLIAMSBURG, VA 23188 | Bank Trustee | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,027 | $56,640-62.9% | $80,975-74.0% | $57,658-63.5% |
| Participation rate | 97.4% | 75.9%+21.6pp | 75.8%+21.6pp | 70.2%+27.2pp |
| Annual return | 6.41% | 19.97%-13.6pp | 17.10%-10.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $3,323 | $2,085+59.4% | $3,714-10.5% | $1,974+68.3% |
| Participant deferral / active EE | $1,378 | $4,944-72.1% | $5,696-75.8% | $3,061-55.0% |
| Admin fee / account holder | $100 | $87+14.5% | $5,516-98.2% | $95+5.5% |