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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $32,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,313 | $54,573-35.3% | $90,951-61.2% | $73,488-51.9% |
| Participation rate | 58.5% | 61.2%-2.7pp | 69.0%-10.5pp | 70.7%-12.2pp |
| Annual return | 22.73% | 16.69%+6.0pp | 134.60%-111.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $2,802 | $991+182.6% | $2,122+32.0% | $2,270+23.4% |
| Participant deferral / active EE | $5,155 | $2,517+104.8% | $3,373+52.8% | $3,740+37.8% |
| Admin fee / account holder | $205 | $521-60.7% | $5,959-96.6% | $513-60.1% |