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&T4+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $1,710 |
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 | $23,523 | $47,977-51.0% | $154,107-84.7% | $56,287-58.2% |
| Participation rate | 42.1% | 66.2%-24.1pp | 83.0%-40.9pp | 69.9%-27.7pp |
| Annual return | -5.78% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $530 | $2,169-75.6% | $5,298-90.0% | $2,111-74.9% |
| Participant deferral / active EE | $639 | $2,392-73.3% | $5,081-87.4% | $3,350-80.9% |
| Admin fee / account holder | $19 | $438-95.8% | $13,411-99.9% | $521-96.4% |