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&T7+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $50 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,384 | $94,833-78.5% | $75,696-73.1% | $86,799-76.5% |
| Participation rate | 98.3% | 79.1%+19.2pp | 74.8%+23.5pp | 72.3%+26.0pp |
| Annual return | 17.37% | 16.91%+0.5pp | 104.53%-87.2pp | 97.91%-80.5pp |
| Employer contribution / active EE | $1,139 | $2,904-60.8% | $2,743-58.5% | $2,405-52.6% |
| Participant deferral / active EE | $2,107 | $3,632-42.0% | $3,821-44.9% | $4,131-49.0% |
| Admin fee / account holder | $0 | $109-99.9% | $3,619-100.0% | $170-99.9% |