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 14 · EIN 56-1368984 | Plan Administrator | $45,850 |
PRONVEST1+ years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $41,363 |
BB&T IIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $29,573 |
Participant 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.)
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 | $20,285 | $50,498-59.8% | $75,781-73.2% | $55,191-63.2% |
| Participation rate | 98.4% | 69.4%+29.0pp | 75.8%+22.6pp | 69.2%+29.3pp |
| Annual return | 0.21% | 1.80%-1.6pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,048 | $2,291-54.2% | $3,323-68.5% | $1,899-44.8% |
| Participant deferral / active EE | $637 | $2,589-75.4% | $3,651-82.6% | $3,046-79.1% |
| Admin fee / account holder | $307 | $123+149.1% | $5,299-94.2% | $91+237.7% |