See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2 years Filed as: STERLING INVESTMENT COUNSEL LLC Service code 17 360 DELAWARE AVENUE SUITE 206 · BUFFALO, NY 14202 | Pension Consulting | $17,157 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $10,544 |
Service code 10 3136 WINTON RD S., SUITE 300 · ROCHESTER, NY 14623 | Accounting | $6,850 |
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 | $20,823 | $40,174-48.2% | $84,015-75.2% | $67,579-69.2% |
| Participation rate | 69.2% | 62.7%+6.5pp | 69.0%+0.2pp | 71.3%-2.1pp |
| Annual return | 22.96% | 25.82%-2.9pp | 71.31%-48.3pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,242 | $808+53.8% | $1,983-37.4% | $2,148-42.2% |
| Participant deferral / active EE | $2,173 | $2,301-5.6% | $3,239-32.9% | $3,539-38.6% |
| Admin fee / account holder | $138 | $128+7.3% | $6,101-97.7% | $142-3.3% |