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&T5 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $17,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,941 | $136,307-70.7% | $177,821-77.5% | $73,488-45.7% |
| Participation rate | 56.4% | 86.1%-29.7pp | 87.7%-31.3pp | 70.7%-14.2pp |
| Annual return | 19.95% | 18.68%+1.3pp | 48.32%-28.4pp | 28.51%-8.6pp |
| Employer contribution / active EE | $2,223 | $3,712-40.1% | $5,918-62.4% | $2,270-2.1% |
| Participant deferral / active EE | $4,234 | $5,829-27.4% | $7,714-45.1% | $3,740+13.2% |
| Admin fee / account holder | $126 | $596-78.9% | $12,427-99.0% | $513-75.5% |