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 19 · EIN 56-1368984 | Securities Custodian | $50,081 |
PRONVEST5+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $16,366 |
BB&T IIA5+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $13,853 |
EBELHAR WHITEHEAD PLLC5+ years Filed as: EBELHAR WHITEHEAD, PLLC Service code 10 · EIN 27-2616366 | Accounting | $10,819 |
BB&T5+ years Service code 99 | Other Fees | $0 |
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.)
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 | $94,024 | $49,138+91.3% | $84,015+11.9% | $65,185+44.2% |
| Participation rate | 62.9% | 60.7%+2.1pp | 69.0%-6.1pp | 70.2%-7.3pp |
| Annual return | 19.93% | 23.00%-3.1pp | 71.31%-51.4pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,697 | $914+85.7% | $1,983-14.5% | $2,177-22.1% |
| Participant deferral / active EE | $2,529 | $2,397+5.5% | $3,239-21.9% | $3,514-28.0% |
| Admin fee / account holder | $651 | $543+19.8% | $6,101-89.3% | $847-23.2% |