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.4+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1368984 | Bank Trustee | $12,464 |
Employer contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,206 | $44,873-83.9% | $79,464-90.9% | $56,287-87.2% |
| Participation rate | 86.9% | 68.7%+18.2pp | 73.3%+13.6pp | 69.9%+17.1pp |
| Annual return | -5.82% | 0.81%-6.6pp | 718.14%-724.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $260 | $2,140-87.8% | $2,800-90.7% | $2,111-87.7% |
| Participant deferral / active EE | $840 | $2,746-69.4% | $3,704-77.3% | $3,350-74.9% |
| Admin fee / account holder | $121 | $418-71.1% | $5,113-97.6% | $521-76.8% |