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&T6+ years Service code 19 · EIN 56-1368984 | Securities Custodian | $53,443 |
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 | $41,807 | $58,879-29.0% | $178,490-76.6% | $73,488-43.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.96% | 24.86%-13.9pp | 151.07%-140.1pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,699 | $2,236-24.0% | $5,011-66.1% | $2,270-25.2% |
| Participant deferral / active EE | $835 | $2,567-67.5% | $5,202-84.0% | $3,740-77.7% |
| Admin fee / account holder | $204 | $400-49.0% | $13,984-98.5% | $513-60.2% |