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&T2+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $7,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,616 | $52,884-55.3% | $84,750-72.1% | $55,167-57.2% |
| Participation rate | 50.4% | 67.5%-17.1pp | 76.6%-26.2pp | 69.0%-18.6pp |
| Annual return | 5.46% | 18.03%-12.6pp | 22.78%-17.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $273 | $2,233-87.8% | $3,574-92.4% | $1,963-86.1% |
| Participant deferral / active EE | $1,288 | $2,644-51.3% | $3,712-65.3% | $3,054-57.8% |
| Admin fee / account holder | $106 | $581-81.7% | $5,332-98.0% | $504-78.9% |