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.5+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1368984 | Bank Trustee | $13,135 |
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 | $9,807 | $54,762-82.1% | $90,281-89.1% | $72,985-86.6% |
| Participation rate | 89.4% | 65.1%+24.2pp | 73.3%+16.1pp | 69.5%+19.9pp |
| Annual return | 17.58% | 30.63%-13.0pp | 78.10%-60.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $273 | $2,092-87.0% | $2,854-90.4% | $2,440-88.8% |
| Participant deferral / active EE | $887 | $2,887-69.3% | $3,885-77.2% | $3,607-75.4% |
| Admin fee / account holder | $138 | $3,972-96.5% | $5,351-97.4% | $5,124-97.3% |