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&T2+ years Service code 16 · EIN 56-1368984 | Consulting | $37,082 |
PRONVEST2+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $30,789 |
BB&T IIA2+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $15,974 |
Participant contribution per participant 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 | $51,993 | $107,045-51.4% | $108,745-52.2% | $63,975-18.7% |
| Participation rate | 78.2% | 81.9%-3.7pp | 77.7%+0.5pp | 71.1%+7.1pp |
| Annual return | 635.10% | 18.14%+617.0pp | 46.22%+588.9pp | 48.65%+586.4pp |
| Employer contribution / active EE | $0 | $2,651-100.0% | $3,323-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,509 | $4,292-64.8% | $5,121-70.5% | $3,356-55.0% |
| Admin fee / account holder | $59 | $67-12.2% | $6,144-99.0% | $70-16.3% |