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&T2+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,199 | $46,732-48.2% | $156,549-84.5% | $55,167-56.1% |
| Participation rate | 42.8% | 65.8%-23.0pp | 84.0%-41.2pp | 69.0%-26.2pp |
| Annual return | 6.40% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $620 | $2,105-70.5% | $5,501-88.7% | $1,963-68.4% |
| Participant deferral / active EE | $723 | $2,204-67.2% | $4,871-85.2% | $3,054-76.3% |
| Admin fee / account holder | $10 | $418-97.5% | $13,027-99.9% | $504-98.0% |