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 Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1368984 | Bank Trustee | $11,606 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,866 | $50,637-84.5% | $86,590-90.9% | $62,292-87.4% |
| Participation rate | 86.4% | 67.9%+18.5pp | 73.5%+12.9pp | 69.5%+16.9pp |
| Annual return | 9.79% | 20.80%-11.0pp | 964.84%-955.1pp | 28.90%-19.1pp |
| Employer contribution / active EE | $315 | $2,075-84.8% | $2,839-88.9% | $2,042-84.6% |
| Participant deferral / active EE | $888 | $2,611-66.0% | $3,609-75.4% | $3,169-72.0% |
| Admin fee / account holder | $117 | $413-71.6% | $4,906-97.6% | $479-75.5% |