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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $7,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,413 |
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.
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 | $21,028 | $46,966-55.2% | $185,117-88.6% | $69,631-69.8% |
| Participation rate | 58.4% | 65.3%-6.8pp | 77.3%-18.8pp | 70.7%-12.3pp |
| Annual return | 18.24% | 22.36%-4.1pp | 40.50%-22.3pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,038 | $3,017-32.5% | $5,045-59.6% | $3,224-36.8% |
| Admin fee / account holder | $56 | $94-40.8% | $8,159-99.3% | $110-49.7% |