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 Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $3,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,782 | $28,416-65.6% | $73,545-86.7% | $69,631-86.0% |
| Participation rate | 18.7% | 38.3%-19.7pp | 54.9%-36.2pp | 70.7%-52.0pp |
| Annual return | 17.94% | -694.13%+712.1pp | -15.16%+33.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $331 | $430-23.1% | $1,219-72.8% | $2,032-83.7% |
| Participant deferral / active EE | $522 | $897-41.8% | $1,806-71.1% | $3,224-83.8% |
| Admin fee / account holder | $37 | $104-64.1% | $2,320-98.4% | $110-66.1% |