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 Service code 16 · EIN 56-1368984 | Consulting | $41,742 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $113,826 | $80,753+41.0% | $136,294-16.5% | $62,292+82.7% |
| Participation rate | 92.6% | 73.5%+19.1pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 29.43% | 35.83%-6.4pp | 5155.94%-5126.5pp | 28.90%+0.5pp |
| Employer contribution / active EE | $3,019 | $2,884+4.7% | $4,695-35.7% | $2,042+47.8% |
| Participant deferral / active EE | $6,405 | $5,164+24.0% | $6,247+2.5% | $3,169+102.1% |
| Admin fee / account holder | $134 | $525-74.5% | $9,243-98.6% | $479-72.1% |