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 10-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 |
|---|---|---|
BB&T1 year Service code 16 · EIN 56-1368984 | Consulting | $23,568 |
BB&T IIA1 year Service code 27 · EIN 57-0956597 | Advisory (Plan) | $14,419 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,372 | $47,922+94.8% | $75,886+23.0% | $65,185+43.2% |
| Participation rate | 60.8% | 63.0%-2.2pp | 69.3%-8.4pp | 70.2%-9.4pp |
| Annual return | 17.98% | 24.12%-6.1pp | 30.76%-12.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $231 | $1,557-85.2% | $2,500-90.8% | $2,177-89.4% |
| Participant deferral / active EE | $1,741 | $2,550-31.7% | $3,603-51.7% | $3,514-50.5% |
| Admin fee / account holder | $437 | $532-17.9% | $5,418-91.9% | $847-48.5% |