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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $53,966 |
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 | $144,750 | $69,362+108.7% | $101,248+43.0% | $73,488+97.0% |
| Participation rate | 83.3% | 68.4%+14.9pp | 75.8%+7.5pp | 70.7%+12.7pp |
| Annual return | 19.51% | 18.46%+1.1pp | 46.47%-27.0pp | 28.51%-9.0pp |
| Employer contribution / active EE | $6,476 | $2,628+146.4% | $3,660+77.0% | $2,270+185.3% |
| Participant deferral / active EE | $5,843 | $3,300+77.1% | $4,370+33.7% | $3,740+56.2% |
| Admin fee / account holder | $439 | $704-37.6% | $5,945-92.6% | $513-14.5% |