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.1 year Filed as: SUNTRUST BANKS, INC Service code 21 303 PEACHTREE STREET · ATLANTA, GA 30308 | Bank Trustee | $28,608 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$703 |
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 | $66,687 | $61,214+8.9% | $83,333-20.0% | $56,287+18.5% |
| Participation rate | 80.0% | 72.6%+7.4pp | 77.8%+2.2pp | 69.9%+10.1pp |
| Annual return | 1.51% | 0.42%+1.1pp | 10.63%-9.1pp | -9.96%+11.5pp |
| Employer contribution / active EE | $2,216 | $1,925+15.1% | $3,379-34.4% | $2,111+5.0% |
| Participant deferral / active EE | $6,600 | $5,091+29.6% | $5,565+18.6% | $3,350+97.0% |
| Admin fee / account holder | $167 | $512-67.3% | $7,510-97.8% | $521-67.9% |