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 Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $96,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,951 | $57,921-55.2% | $84,750-69.4% | $57,658-55.0% |
| Participation rate | 69.8% | 72.9%-3.1pp | 76.6%-6.8pp | 70.2%-0.4pp |
| Annual return | 6.62% | 10.24%-3.6pp | 22.78%-16.2pp | 5.13%+1.5pp |
| Employer contribution / active EE | $547 | $2,598-78.9% | $3,574-84.7% | $1,974-72.3% |
| Participant deferral / active EE | $1,297 | $2,742-52.7% | $3,712-65.0% | $3,061-57.6% |
| Admin fee / account holder | $129 | $130-0.7% | $5,332-97.6% | $95+36.2% |