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 INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $10,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,475 | $73,102-58.3% | $123,544-75.3% | $56,287-45.9% |
| Participation rate | 62.0% | 74.3%-12.3pp | 82.3%-20.3pp | 69.9%-7.9pp |
| Annual return | 1.37% | 3.01%-1.6pp | 119.20%-117.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $1,034 | $2,977-65.3% | $4,628-77.7% | $2,111-51.0% |
| Participant deferral / active EE | $3,761 | $5,423-30.6% | $6,426-41.5% | $3,350+12.3% |
| Admin fee / account holder | $92 | $554-83.4% | $9,284-99.0% | $521-82.3% |