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 Service code 21 · EIN 56-1368984 | Bank Trustee | $6,619 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,408 | $58,083+47.0% | $80,019+6.7% | $56,287+51.7% |
| Participation rate | 87.4% | 73.6%+13.8pp | 75.8%+11.6pp | 69.9%+17.6pp |
| Annual return | -4.61% | 34.61%-39.2pp | 11.22%-15.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,418 | $1,932+25.2% | $2,468-2.0% | $2,111+14.5% |
| Participant deferral / active EE | $4,154 | $3,135+32.5% | $3,686+12.7% | $3,350+24.0% |
| Admin fee / account holder | $38 | $623-93.9% | $6,521-99.4% | $521-92.7% |