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 year Service code 16 · EIN 56-1368984 | Consulting | $69,495 |
BB&T6+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $28,491 |
TD AMERITRADE, INC.6+ 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,163 | $58,879+391.1% | $178,490+62.0% | $73,488+293.5% |
| Participation rate | 92.9% | 66.2%+26.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 17.72% | 24.86%-7.1pp | 151.07%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $11,267 | $2,236+403.9% | $5,011+124.9% | $2,270+396.3% |
| Participant deferral / active EE | $6,985 | $2,567+172.1% | $5,202+34.3% | $3,740+86.8% |
| Admin fee / account holder | $784 | $400+95.8% | $13,984-94.4% | $513+52.8% |