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&T2+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $49,075 |
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 | $100,880 | $75,183+34.2% | $123,892-18.6% | $55,167+82.9% |
| Participation rate | 96.2% | 72.8%+23.4pp | 81.4%+14.8pp | 69.0%+27.2pp |
| Annual return | 7.85% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $3,826 | $2,823+35.5% | $4,617-17.1% | $1,963+95.0% |
| Participant deferral / active EE | $7,637 | $5,084+50.2% | $5,984+27.6% | $3,054+150.1% |
| Admin fee / account holder | $178 | $663-73.1% | $8,357-97.9% | $504-64.6% |