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 9-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&T4+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $3,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,575 | $40,522-66.5% | $84,611-84.0% | $67,579-79.9% |
| Participation rate | 19.5% | 51.1%-31.6pp | 68.2%-48.8pp | 71.3%-51.8pp |
| Annual return | 19.43% | 32.72%-13.3pp | 258.74%-239.3pp | 378.56%-359.1pp |
| Employer contribution / active EE | $375 | $1,146-67.3% | $2,652-85.9% | $2,148-82.5% |
| Participant deferral / active EE | $606 | $2,132-71.6% | $3,899-84.5% | $3,539-82.9% |
| Admin fee / account holder | $58 | $145-60.2% | $4,912-98.8% | $142-59.4% |