Filed March 3, 2025
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 Service code 21 · EIN 56-1368984 | Bank Trustee | $42,699 |
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 | $43,875 | $59,584-26.4% | $86,874-49.5% | $79,386-44.7% |
| Participation rate | 97.7% | 67.7%+30.1pp | 71.6%+26.1pp | 70.7%+27.0pp |
| Annual return | 26.86% | 23.15%+3.7pp | 63.52%-36.7pp | 116.85%-90.0pp |
| Employer contribution / active EE | $1,740 | $1,768-1.6% | $2,495-30.3% | $2,427-28.3% |
| Participant deferral / active EE | $3,480 | $3,036+14.6% | $3,699-5.9% | $4,046-14.0% |
| Admin fee / account holder | $250 | $604-58.7% | $5,828-95.7% | $626-60.1% |