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&T4+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $1,804 |
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).
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 | $12,361 | $23,224-46.8% | $71,086-82.6% | $55,725-77.8% |
| Participation rate | 15.1% | 37.9%-22.8pp | 54.7%-39.6pp | 70.9%-55.8pp |
| Annual return | -6.84% | -2.87%-4.0pp | 650.59%-657.4pp | 244.93%-251.8pp |
| Employer contribution / active EE | $324 | $436-25.8% | $1,088-70.2% | $2,078-84.4% |
| Participant deferral / active EE | $541 | $929-41.8% | $1,874-71.1% | $3,356-83.9% |
| Admin fee / account holder | $25 | $118-78.5% | $3,082-99.2% | $115-77.9% |