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&T1+ years Filed as: BB AND T Service code 15 · EIN 56-1368984 | Recordkeeping | $19,118 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,541 | $57,108-36.0% | $94,224-61.2% | $52,331-30.2% |
| Participation rate | 82.9% | 72.9%+10.0pp | 78.8%+4.1pp | 68.1%+14.8pp |
| Annual return | 2.43% | 1.47%+1.0pp | 10.68%-8.2pp | 4.54%-2.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,657 | $3,040-45.5% | $4,320-61.6% | $3,022-45.2% |
| Admin fee / account holder | $111 | $546-79.7% | $6,269-98.2% | $592-81.2% |