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.6+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1368984 | Bank Trustee | $13,584 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,010 | $60,124-78.4% | $90,404-85.6% | $79,858-83.7% |
| Participation rate | 89.2% | 65.0%+24.2pp | 72.7%+16.5pp | 69.6%+19.6pp |
| Annual return | 8.68% | 71.94%-63.3pp | 1293.02%-1284.3pp | 31.71%-23.0pp |
| Employer contribution / active EE | $385 | $2,068-81.4% | $3,262-88.2% | $2,471-84.4% |
| Participant deferral / active EE | $1,054 | $2,938-64.1% | $3,963-73.4% | $3,740-71.8% |
| Admin fee / account holder | $172 | $3,976-95.7% | $5,611-96.9% | $5,306-96.8% |