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 |
|---|---|---|
BB&T3+ years Service code 16 · EIN 56-1368984 | Consulting | $48,913 |
BB&T IIA1 year Service code 27 · EIN 57-0956597 | Advisory (Plan) | $7,792 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,937 | $44,059-84.3% | $71,671-90.3% | $69,631-90.0% |
| Participation rate | 84.7% | 60.8%+23.9pp | 68.7%+15.9pp | 70.7%+14.0pp |
| Annual return | 13.59% | 21.97%-8.4pp | 20.65%-7.1pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $98 | $1,305-92.5% | $2,460-96.0% | $2,032-95.2% |
| Participant deferral / active EE | $1,235 | $2,370-47.9% | $3,438-64.1% | $3,224-61.7% |
| Admin fee / account holder | $57 | $108-47.5% | $5,558-99.0% | $110-48.8% |