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&T IIA2 years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $33,444 |
BB&T2 years Service code 16 · EIN 56-1368984 | Consulting | $7,169 |
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 | $90,677 | $55,636+63.0% | $81,983+10.6% | $73,488+23.4% |
| Participation rate | 41.0% | 62.3%-21.3pp | 69.2%-28.3pp | 70.7%-29.7pp |
| Annual return | 12.84% | 19.07%-6.2pp | 41.31%-28.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $176 | $1,625-89.2% | $2,498-93.0% | $2,270-92.3% |
| Participant deferral / active EE | $1,200 | $2,762-56.6% | $3,722-67.8% | $3,740-67.9% |
| Admin fee / account holder | $423 | $493-14.1% | $5,664-92.5% | $513-17.5% |