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 |
|---|---|---|
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $8,346 |
SUNTRUST BANKS, INC.3 years Filed as: BRANCH BANKING AND TRUST Service code 52 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,111 | $59,186+11.7% | $76,768-13.9% | $56,287+17.5% |
| Participation rate | 74.5% | 75.2%-0.7pp | 77.0%-2.4pp | 69.9%+4.7pp |
| Annual return | -4.82% | 6.62%-11.4pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,238 | $1,759-29.6% | $2,485-50.2% | $2,111-41.4% |
| Participant deferral / active EE | $3,616 | $3,255+11.1% | $3,852-6.1% | $3,350+8.0% |
| Admin fee / account holder | $126 | $489-74.3% | $6,675-98.1% | $521-75.8% |