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&T3+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $3,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $20,233 | $84,233-76.0% | $170,442-88.1% | $70,131-71.1% |
| Participation rate | 44.7% | 70.8%-26.1pp | 83.6%-38.9pp | 69.5%-24.8pp |
| Annual return | 18.12% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $390 | $3,387-88.5% | $5,433-92.8% | $2,342-83.3% |
| Participant deferral / active EE | $746 | $3,086-75.8% | $4,939-84.9% | $3,332-77.6% |
| Admin fee / account holder | $57 | $5,698-99.0% | $13,880-99.6% | $4,645-98.8% |