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 Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $5,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,657 | $55,636-48.5% | $81,983-65.0% | $73,488-61.0% |
| Participation rate | 45.7% | 62.3%-16.6pp | 69.2%-23.6pp | 70.7%-25.0pp |
| Annual return | 14.96% | 19.07%-4.1pp | 41.31%-26.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $834 | $1,625-48.6% | $2,498-66.6% | $2,270-63.2% |
| Participant deferral / active EE | $1,154 | $2,762-58.2% | $3,722-69.0% | $3,740-69.1% |
| Admin fee / account holder | $90 | $493-81.8% | $5,664-98.4% | $513-82.5% |