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 | $27,417 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $20,000 |
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.
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 | $36,208 | $43,466-16.7% | $90,951-60.2% | $90,288-59.9% |
| Participation rate | 35.3% | 62.5%-27.1pp | 69.0%-33.7pp | 73.4%-38.0pp |
| Annual return | 14.23% | 25.26%-11.0pp | 134.60%-120.4pp | 53.97%-39.7pp |
| Employer contribution / active EE | $426 | $840-49.3% | $2,122-79.9% | $2,524-83.1% |
| Participant deferral / active EE | $731 | $2,138-65.8% | $3,373-78.3% | $4,232-82.7% |
| Admin fee / account holder | $23 | $92-74.9% | $5,959-99.6% | $114-79.7% |