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&T1 year Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $7,849 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,564 | $54,590-75.2% | $81,930-83.4% | $73,488-81.5% |
| Participation rate | 94.2% | 68.3%+25.9pp | 72.0%+22.2pp | 70.7%+23.5pp |
| Annual return | 42.26% | 17.74%+24.5pp | 29.49%+12.8pp | 28.51%+13.7pp |
| Employer contribution / active EE | $988 | $1,636-39.6% | $4,310-77.1% | $2,270-56.5% |
| Participant deferral / active EE | $1,791 | $2,759-35.1% | $7,107-74.8% | $3,740-52.1% |
| Admin fee / account holder | $78 | $592-86.7% | $5,158-98.5% | $513-84.7% |