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&T5+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $7,777 |
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 | $83,128 | $66,310+25.4% | $93,606-11.2% | $65,185+27.5% |
| Participation rate | 83.9% | 74.0%+9.9pp | 75.8%+8.1pp | 70.2%+13.7pp |
| Annual return | 19.84% | 42.58%-22.7pp | 32.76%-12.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,336 | $2,012+16.1% | $2,718-14.1% | $2,177+7.3% |
| Participant deferral / active EE | $4,052 | $3,342+21.2% | $4,069-0.4% | $3,514+15.3% |
| Admin fee / account holder | $40 | $6,897-99.4% | $7,888-99.5% | $847-95.3% |