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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $47,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,621 | $63,905+54.3% | $74,183+32.9% | $57,658+71.0% |
| Participation rate | 35.1% | 79.8%-44.6pp | 76.6%-41.5pp | 70.2%-35.1pp |
| Annual return | -22.53% | 60.60%-83.1pp | 17.74%-40.3pp | 5.13%-27.7pp |
| Employer contribution / active EE | $1,375 | $1,840-25.3% | $2,370-42.0% | $1,974-30.3% |
| Participant deferral / active EE | $2,061 | $3,448-40.2% | $3,550-41.9% | $3,061-32.7% |
| Admin fee / account holder | $293 | $91+221.9% | $5,586-94.8% | $95+210.1% |