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&T5+ years Service code 19 · EIN 56-1368984 | Securities Custodian | $50,428 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,278 | $52,953-31.5% | $172,739-79.0% | $65,185-44.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.58% | 30.12%-9.5pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,719 | $2,190-21.5% | $5,143-66.6% | $2,177-21.0% |
| Participant deferral / active EE | $680 | $2,471-72.5% | $5,198-86.9% | $3,514-80.6% |
| Admin fee / account holder | $183 | $472-61.3% | $13,954-98.7% | $847-78.4% |