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 6-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&T2+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $10,734 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,395 | $73,638-98.1% | $95,952-98.5% | $73,488-98.1% |
| Participation rate | 88.6% | 76.2%+12.4pp | 77.1%+11.5pp | 70.7%+17.9pp |
| Annual return | 27.90% | 16.78%+11.1pp | 91.61%-63.7pp | 28.51%-0.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $884 | $3,617-75.6% | $4,167-78.8% | $3,740-76.4% |
| Admin fee / account holder | $52 | $482-89.2% | $6,795-99.2% | $513-89.9% |