See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,350 |
BB&T7+ years Service code 50 · EIN 56-1368984 | Direct Payment | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,382 | $84,936-66.6% | $111,297-74.5% | $79,386-64.2% |
| Participation rate | 61.1% | 75.9%-14.7pp | 77.3%-16.2pp | 70.7%-9.6pp |
| Annual return | 16.03% | 17.45%-1.4pp | 54.65%-38.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $436 | $1,979-78.0% | $2,731-84.0% | $2,427-82.1% |
| Participant deferral / active EE | $2,463 | $3,888-36.6% | $4,487-45.1% | $4,046-39.1% |
| Admin fee / account holder | $66 | $537-87.7% | $7,964-99.2% | $626-89.4% |