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 Service code 21 · EIN 56-1368984 | Bank Trustee | $79,193 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 · EIN 58-1396624 | Advisory (Plan) | $37,248 |
MAULDIN & JENKINS5+ years Service code 10 · EIN 58-0692043 | Accounting | $28,537 |
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 | $34,856 | $26,479+31.6% | $74,701-53.3% | $77,787-55.2% |
| Participation rate | 41.3% | 37.6%+3.6pp | 54.5%-13.2pp | 73.2%-31.9pp |
| Annual return | 19.17% | 38.31%-19.1pp | 752.92%-733.8pp | 32.57%-13.4pp |
| Employer contribution / active EE | $619 | $440+40.9% | $1,084-42.9% | $2,504-75.3% |
| Participant deferral / active EE | $1,366 | $1,074+27.2% | $1,964-30.4% | $3,967-65.6% |
| Admin fee / account holder | $216 | $119+81.3% | $3,333-93.5% | $100+115.6% |