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.3 years Filed as: STERLING INVESTMENT COUNSEL LLC Service code 17 360 DELAWARE AVENUE SUITE 206 · BUFFALO, NY 14202 | Pension Consulting | $20,679 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $9,305 |
Service code 10 3136 WINTON RD S., SUITE 300 · ROCHESTER, NY 14623 | Accounting | $4,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,027 | $64,286-62.6% | $90,951-73.6% | $73,409-67.3% |
| Participation rate | 71.5% | 63.6%+7.9pp | 69.0%+2.5pp | 72.2%-0.7pp |
| Annual return | 20.78% | 21.45%-0.7pp | 134.60%-113.8pp | 59.29%-38.5pp |
| Employer contribution / active EE | $1,251 | $895+39.8% | $2,122-41.1% | $2,234-44.0% |
| Participant deferral / active EE | $2,062 | $2,453-16.0% | $3,373-38.9% | $3,805-45.8% |
| Admin fee / account holder | $123 | $287-57.0% | $5,959-97.9% | $158-21.8% |