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 | $12,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,193 | $28,416+41.4% | $73,545-45.3% | $69,631-42.3% |
| Participation rate | 24.1% | 38.3%-14.2pp | 54.9%-30.8pp | 70.7%-46.6pp |
| Annual return | 16.07% | -694.13%+710.2pp | -15.16%+31.2pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $343 | $430-20.4% | $1,219-71.9% | $2,032-83.1% |
| Participant deferral / active EE | $733 | $897-18.3% | $1,806-59.4% | $3,224-77.3% |
| Admin fee / account holder | $127 | $104+21.3% | $2,320-94.5% | $110+14.6% |