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&T5+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $3,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,618 | $99,957-30.4% | $149,696-53.5% | $73,488-5.3% |
| Participation rate | 68.7% | 75.7%-7.0pp | 82.5%-13.8pp | 70.7%-2.0pp |
| Annual return | 15.39% | 53.87%-38.5pp | 276.60%-261.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $324 | $3,191-89.8% | $4,644-93.0% | $2,270-85.7% |
| Participant deferral / active EE | $3,438 | $6,073-43.4% | $6,842-49.8% | $3,740-8.1% |
| Admin fee / account holder | $32 | $551-94.2% | $9,309-99.7% | $513-93.8% |