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 |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: BB&T SECURITIES LLC Service code 49 · EIN 20-5817590 | Other Services | $7,556 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,250 |
BB&T INSURANCE SERVICES2+ years Filed as: BB&T INSURANCE SERVICES INC Service code 49 · EIN 56-1623293 | Other Services | $4,849 |
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 | $44,530 | $75,183-40.8% | $123,892-64.1% | $55,167-19.3% |
| Participation rate | 78.1% | 72.8%+5.3pp | 81.4%-3.3pp | 69.0%+9.2pp |
| Annual return | 7.57% | 19.01%-11.4pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,173 | $2,823-58.4% | $4,617-74.6% | $1,963-40.2% |
| Participant deferral / active EE | $5,111 | $5,084+0.5% | $5,984-14.6% | $3,054+67.4% |
| Admin fee / account holder | $53 | $663-92.0% | $8,357-99.4% | $504-89.4% |