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 |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: BRANCH BANKING AND TRUST Service code 52 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,180 | $60,165-13.3% | $74,183-29.7% | $55,167-5.4% |
| Participation rate | 72.2% | 74.2%-1.9pp | 76.6%-4.4pp | 69.0%+3.2pp |
| Annual return | 8.32% | 10.00%-1.7pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,134 | $1,600-29.1% | $2,370-52.2% | $1,963-42.2% |
| Participant deferral / active EE | $3,288 | $2,973+10.6% | $3,550-7.4% | $3,054+7.7% |
| Admin fee / account holder | $80 | $419-81.0% | $5,586-98.6% | $504-84.2% |