See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $50,312 |
PRONVEST2+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $16,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,781 | $98,750+83.1% | $149,696+20.8% | $79,858+126.4% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 13.06% | 27.43%-14.4pp | 276.60%-263.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $15,571 | $3,216+384.1% | $4,644+235.3% | $2,471+530.2% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $417 | $6,053-93.1% | $9,309-95.5% | $5,306-92.1% |