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 INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,828 | $55,453-49.8% | $170,442-83.7% | $62,292-55.3% |
| Participation rate | 42.5% | 66.4%-23.8pp | 83.6%-41.1pp | 69.5%-27.0pp |
| Annual return | 20.28% | 21.38%-1.1pp | 205.93%-185.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $569 | $2,164-73.7% | $5,433-89.5% | $2,042-72.1% |
| Participant deferral / active EE | $676 | $2,303-70.6% | $4,939-86.3% | $3,169-78.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |