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 | $796 |
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 | $64,628 | $59,535+8.6% | $90,160-28.3% | $62,292+3.7% |
| Participation rate | 76.9% | 73.0%+3.9pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 20.91% | 23.53%-2.6pp | 34.88%-14.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $2,206 | $1,826+20.9% | $3,318-33.5% | $2,042+8.0% |
| Participant deferral / active EE | $6,531 | $4,639+40.8% | $5,288+23.5% | $3,169+106.1% |
| Admin fee / account holder | $5 | $337-98.5% | $5,943-99.9% | $479-99.0% |