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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,629 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVI Service code 26 · EIN 57-0956597 | Advisory (Participants) | $20,000 |
SHDR IA3 years Filed as: SHDR Service code 26 · EIN 57-0956597 | Advisory (Participants) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,205 | $40,113-22.2% | $84,015-62.9% | $77,787-59.9% |
| Participation rate | 37.8% | 62.8%-25.0pp | 69.0%-31.2pp | 73.2%-35.4pp |
| Annual return | 20.72% | 23.27%-2.5pp | 71.31%-50.6pp | 32.57%-11.9pp |
| Employer contribution / active EE | $400 | $847-52.8% | $1,983-79.9% | $2,504-84.0% |
| Participant deferral / active EE | $830 | $2,030-59.1% | $3,239-74.4% | $3,967-79.1% |
| Admin fee / account holder | $30 | $92-67.1% | $6,101-99.5% | $100-69.9% |