See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,601 |
BB&T7+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,505 | $30,555+6.4% | $80,716-59.7% | $86,799-62.6% |
| Participation rate | 9.6% | 37.2%-27.7pp | 54.2%-44.6pp | 72.3%-62.7pp |
| Annual return | 18.36% | 30.35%-12.0pp | 87.28%-68.9pp | 97.91%-79.5pp |
| Employer contribution / active EE | $185 | $472-60.9% | $1,160-84.1% | $2,405-92.3% |
| Participant deferral / active EE | $329 | $1,050-68.6% | $2,146-84.7% | $4,131-92.0% |
| Admin fee / account holder | $20 | $135-85.3% | $3,380-99.4% | $170-88.3% |