Filed December 4, 2023
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 Service code 21 · EIN 56-1368984 | Bank Trustee | $8,963 |
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 | $107,753 | $71,192+51.4% | $117,854-8.6% | $62,292+73.0% |
| Participation rate | 87.1% | 74.2%+12.9pp | 79.7%+7.5pp | 69.5%+17.6pp |
| Annual return | 16.62% | 18.66%-2.0pp | 335.08%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $662 | $1,934-65.8% | $3,786-82.5% | $2,042-67.6% |
| Participant deferral / active EE | $2,791 | $3,189-12.5% | $4,482-37.7% | $3,169-11.9% |
| Admin fee / account holder | $67 | $587-88.6% | $8,020-99.2% | $479-86.0% |