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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $9,725 |
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 | $109,822 | $71,666+53.2% | $117,854-6.8% | $69,631+57.7% |
| Participation rate | 97.5% | 77.5%+20.0pp | 79.7%+17.8pp | 70.7%+26.8pp |
| Annual return | 16.60% | 18.86%-2.3pp | 335.08%-318.5pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $3,126 | $1,889+65.5% | $3,786-17.4% | $2,032+53.8% |
| Participant deferral / active EE | $5,056 | $3,340+51.4% | $4,482+12.8% | $3,224+56.9% |
| Admin fee / account holder | $29 | $120-76.1% | $8,020-99.6% | $110-73.9% |