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 | $24,855 |
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 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 | $34,423 | $46,173-25.4% | $170,442-79.8% | $69,631-50.6% |
| Participation rate | 37.8% | 63.9%-26.1pp | 83.6%-45.8pp | 70.7%-32.9pp |
| Annual return | 39.66% | 21.62%+18.0pp | 205.93%-166.3pp | 27571.02%-27531.4pp |
| Employer contribution / active EE | $1,211 | $1,610-24.8% | $5,433-77.7% | $2,032-40.4% |
| Participant deferral / active EE | $2,155 | $2,080+3.6% | $4,939-56.4% | $3,224-33.2% |
| Admin fee / account holder | $155 | $116+34.0% | $13,880-98.9% | $110+40.7% |