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 5-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+ years Service code 16 · EIN 56-1368984 | Consulting | $51,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,901 | $79,519-36.0% | $95,952-47.0% | $73,409-30.7% |
| Participation rate | 64.1% | 81.2%-17.1pp | 77.1%-13.0pp | 72.2%-8.1pp |
| Annual return | 35.13% | 19.20%+15.9pp | 91.61%-56.5pp | 59.29%-24.2pp |
| Employer contribution / active EE | $1,806 | $2,048-11.8% | $2,541-28.9% | $2,234-19.1% |
| Participant deferral / active EE | $4,118 | $4,138-0.5% | $4,167-1.2% | $3,805+8.2% |
| Admin fee / account holder | $165 | $184-10.7% | $6,795-97.6% | $158+4.3% |