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 Service code 21 · EIN 56-1368984 | Bank Trustee | $71,880 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 · EIN 58-1396624 | Advisory (Plan) | $26,092 |
MAULDIN & JENKINS3+ years Service code 10 · EIN 58-0692043 | Accounting | $22,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,718 | $25,165+22.1% | $73,545-58.2% | $77,958-60.6% |
| Participation rate | 37.6% | 36.6%+0.9pp | 54.9%-17.4pp | 71.6%-34.1pp |
| Annual return | 12.61% | 18.12%-5.5pp | -15.16%+27.8pp | 20.87%-8.3pp |
| Employer contribution / active EE | $538 | $395+36.0% | $1,219-55.9% | $2,310-76.7% |
| Participant deferral / active EE | $1,173 | $898+30.6% | $1,806-35.1% | $3,537-66.8% |
| Admin fee / account holder | $193 | $76+154.3% | $2,320-91.7% | $97+97.8% |