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&T4+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $57,471 |
BB&T4+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $29,943 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $182,272 | $47,977+279.9% | $154,107+18.3% | $56,287+223.8% |
| Participation rate | 89.3% | 66.2%+23.2pp | 83.0%+6.3pp | 69.9%+19.5pp |
| Annual return | -6.14% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $9,699 | $2,169+347.2% | $5,298+83.1% | $2,111+359.4% |
| Participant deferral / active EE | $5,872 | $2,392+145.5% | $5,081+15.6% | $3,350+75.3% |
| Admin fee / account holder | $683 | $438+55.8% | $13,411-94.9% | $521+31.1% |