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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $41,426 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,023 |
BB&T7+ years Service code 50 · EIN 56-1368984 | Direct Payment | $13,864 |
PRONVEST7+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $4,906 |
BB&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $3,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,034 | $66,528-8.3% | $86,874-29.7% | $86,799-29.7% |
| Participation rate | 84.2% | 72.4%+11.8pp | 71.6%+12.5pp | 72.3%+11.9pp |
| Annual return | 16.60% | 19.56%-3.0pp | 63.52%-46.9pp | 97.91%-81.3pp |
| Employer contribution / active EE | $803 | $2,007-60.0% | $2,495-67.8% | $2,405-66.6% |
| Participant deferral / active EE | $3,099 | $3,240-4.4% | $3,699-16.2% | $4,131-25.0% |
| Admin fee / account holder | $264 | $148+78.0% | $5,828-95.5% | $170+55.5% |