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&T6+ years Filed as: BB & T Service code 51 · EIN 56-1368984 | Investment Mgmt Fees | $145,441 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 21 · EIN 58-1396624 | Bank Trustee | $32,108 |
MAULDIN & JENKINS6+ years Service code 10 · EIN 58-0692043 | Accounting | $16,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,785 | $29,369+59.3% | $77,482-39.6% | $73,409-36.3% |
| Participation rate | 35.8% | 37.9%-2.2pp | 54.2%-18.4pp | 72.2%-36.4pp |
| Annual return | 7.06% | 358.15%-351.1pp | 54.79%-47.7pp | 59.29%-52.2pp |
| Employer contribution / active EE | $211 | $406-48.0% | $986-78.6% | $2,234-90.6% |
| Participant deferral / active EE | $1,259 | $941+33.8% | $1,861-32.3% | $3,805-66.9% |
| Admin fee / account holder | $397 | $123+223.3% | $2,858-86.1% | $158+151.3% |