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.1 year Filed as: TRUIST INVESTMENT SERVICES Service code 19 P. O. BOX 596 · RICHMOND, VA 23286 | Securities Custodian | $13,093 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 19 · EIN 59-1237041 | Securities Custodian | $10,868 |
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO., INC. Service code 19 85 BROAD STREET · NEW YORK, NY 10004 | Securities Custodian | $7,409 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $482,561 | $58,879+719.6% | $178,490+170.4% | $73,488+556.7% |
| Participation rate | 94.8% | 66.2%+28.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 15.14% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $22,063 | $2,236+886.6% | $5,011+340.3% | $2,270+871.9% |
| Participant deferral / active EE | $14,784 | $2,567+475.8% | $5,202+184.2% | $3,740+295.3% |
| Admin fee / account holder | $288 | $400-27.9% | $13,984-97.9% | $513-43.8% |