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&T4+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $9,970 |
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 | $104,813 | $66,302+58.1% | $110,238-4.9% | $56,287+86.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 79.8%+0.2pp | 69.9%+10.1pp |
| Annual return | -4.91% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.0pp |
| Employer contribution / active EE | $670 | $2,047-67.3% | $3,826-82.5% | $2,111-68.3% |
| Participant deferral / active EE | $2,813 | $3,381-16.8% | $4,672-39.8% | $3,350-16.0% |
| Admin fee / account holder | $75 | $698-89.3% | $8,547-99.1% | $521-85.6% |