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 INC3+ years Filed as: BB&T SECURITIES, LLC Service code 15 · EIN 20-5817590 | Recordkeeping | $7,479 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,080 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $129,372 | $62,586+106.7% | $76,768+68.5% | $64,186+101.6% |
| Participation rate | 82.7% | 72.8%+9.8pp | 77.0%+5.7pp | 69.6%+13.1pp |
| Annual return | -6.32% | -1.95%-4.4pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,983 | $1,832+8.3% | $2,485-20.2% | $2,381-16.7% |
| Participant deferral / active EE | $6,992 | $3,145+122.3% | $3,852+81.5% | $3,470+101.5% |
| Admin fee / account holder | $110 | $4,667-97.6% | $6,675-98.4% | $4,888-97.8% |