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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $49,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,064 | $55,449+93.1% | $83,848+27.7% | $56,287+90.2% |
| Participation rate | 89.1% | 68.0%+21.1pp | 76.1%+12.9pp | 69.9%+19.2pp |
| Annual return | -5.03% | -1.38%-3.6pp | 850.88%-855.9pp | -9.96%+4.9pp |
| Employer contribution / active EE | $5,148 | $2,430+111.8% | $3,631+41.8% | $2,111+143.9% |
| Participant deferral / active EE | $5,495 | $2,935+87.2% | $4,082+34.6% | $3,350+64.0% |
| Admin fee / account holder | $439 | $656-33.1% | $5,478-92.0% | $521-15.8% |