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&T2+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $13,526 |
Annual investment return 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.
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 | $5,345 | $42,546-87.4% | $71,796-92.6% | $55,167-90.3% |
| Participation rate | 94.1% | 59.1%+35.0pp | 69.1%+25.0pp | 69.0%+25.1pp |
| Annual return | 3.22% | 12.36%-9.1pp | 78.04%-74.8pp | 169.23%-166.0pp |
| Employer contribution / active EE | $398 | $803-50.5% | $1,924-79.3% | $1,963-79.7% |
| Participant deferral / active EE | $1,125 | $2,064-45.5% | $2,794-59.7% | $3,054-63.2% |
| Admin fee / account holder | $85 | $650-87.0% | $4,815-98.2% | $504-83.2% |