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.2+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $61,804 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,808 | $70,106+3.9% | $80,975-10.1% | $63,975+13.8% |
| Participation rate | 75.1% | 79.4%-4.3pp | 75.8%-0.7pp | 71.1%+4.0pp |
| Annual return | 9.34% | 13.93%-4.6pp | 17.10%-7.8pp | 48.65%-39.3pp |
| Employer contribution / active EE | $1,890 | $2,042-7.4% | $3,714-49.1% | $2,182-13.4% |
| Participant deferral / active EE | $3,747 | $5,245-28.6% | $5,696-34.2% | $3,356+11.6% |
| Admin fee / account holder | $51 | $57-9.7% | $5,516-99.1% | $70-26.9% |