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 Filed as: BB AND T Service code 15 · EIN 56-1368984 | Recordkeeping | $18,916 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,726 | $78,7050% | $117,854-33.2% | $70,131+12.3% |
| Participation rate | 78.1% | 73.2%+4.9pp | 79.7%-1.6pp | 69.5%+8.5pp |
| Annual return | -21.91% | 23.30%-45.2pp | 335.08%-357.0pp | 73.14%-95.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,555 | $3,297-52.9% | $4,482-65.3% | $3,332-53.3% |
| Admin fee / account holder | $289 | $5,065-94.3% | $8,020-96.4% | $4,645-93.8% |