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&T5+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $1,986 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,668 | $52,953-44.0% | $172,739-82.8% | $65,185-54.5% |
| Participation rate | 38.8% | 66.2%-27.4pp | 82.6%-43.8pp | 70.2%-31.4pp |
| Annual return | 22.00% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $575 | $2,190-73.7% | $5,143-88.8% | $2,177-73.6% |
| Participant deferral / active EE | $684 | $2,471-72.3% | $5,198-86.8% | $3,514-80.5% |
| Admin fee / account holder | $22 | $472-95.4% | $13,954-99.8% | $847-97.5% |