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&T3+ years Filed as: BB&T INST INV ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $16,233 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,470 |
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 | $105,721 | $55,453+90.7% | $170,442-38.0% | $62,292+69.7% |
| Participation rate | 99.0% | 66.4%+32.7pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 20.63% | 21.38%-0.7pp | 205.93%-185.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $10,468 | $2,164+383.8% | $5,433+92.7% | $2,042+412.6% |
| Participant deferral / active EE | $8,831 | $2,303+283.5% | $4,939+78.8% | $3,169+178.7% |
| Admin fee / account holder | $78 | $455-82.8% | $13,880-99.4% | $479-83.7% |