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&T4 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $29,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,303 | $69,362-36.1% | $101,248-56.2% | $73,488-39.7% |
| Participation rate | 56.1% | 68.4%-12.3pp | 75.8%-19.7pp | 70.7%-14.6pp |
| Annual return | 14.11% | 18.46%-4.4pp | 46.47%-32.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,543 | $2,628-41.3% | $3,660-57.8% | $2,270-32.0% |
| Participant deferral / active EE | $2,423 | $3,300-26.6% | $4,370-44.6% | $3,740-35.2% |
| Admin fee / account holder | $228 | $704-67.6% | $5,945-96.2% | $513-55.5% |