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&T5+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $5,696 |
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 | $16,908 | $39,948-57.7% | $89,391-81.1% | $73,409-77.0% |
| Participation rate | 16.1% | 50.4%-34.3pp | 68.0%-51.8pp | 72.2%-56.0pp |
| Annual return | 12.92% | 50.12%-37.2pp | 245.62%-232.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $287 | $1,200-76.1% | $2,586-88.9% | $2,234-87.2% |
| Participant deferral / active EE | $550 | $2,193-74.9% | $3,890-85.9% | $3,805-85.5% |
| Admin fee / account holder | $66 | $134-50.6% | $4,881-98.6% | $158-58.0% |