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 |
|---|---|---|
BERNARD ROBINSON & COMPANY, LLP1+ years Filed as: BERNARD ROBINSON & COMPANY LLP Service code 16 · EIN 56-0571159 | Consulting | $20,000 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVI Service code 16 · EIN 57-0956597 | Consulting | $12,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,543 | $44,229+41.4% | $155,790-59.9% | $55,191+13.3% |
| Participation rate | 30.5% | 60.8%-30.3pp | 76.1%-45.6pp | 69.2%-38.6pp |
| Annual return | -0.13% | 0.37%-0.5pp | 71.54%-71.7pp | 10.78%-10.9pp |
| Employer contribution / active EE | $421 | $1,317-68.1% | $3,836-89.0% | $1,899-77.8% |
| Participant deferral / active EE | $970 | $2,851-66.0% | $4,797-79.8% | $3,046-68.2% |
| Admin fee / account holder | $391 | $86+353.9% | $7,478-94.8% | $91+331.0% |