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: TRUIST INVESTMENT SERVICES INC Service code 27 303 PEACHTREE ST FL 5 SUNTRUST PLZ · ATLANTA, GA 30308 | Advisory (Plan) | $44,606 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,477 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,497 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,271 | $100,923+5.3% | $150,045-29.2% | $74,304+43.0% |
| Participation rate | 81.8% | 70.1%+11.7pp | 82.3%-0.5pp | 60.3%+21.5pp |
| Annual return | 20.14% | 51.77%-31.6pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $3,746 | $3,463+8.2% | $4,693-20.2% | $2,241+67.1% |
| Participant deferral / active EE | $9,034 | $6,709+34.6% | $7,997+13.0% | $3,767+139.8% |
| Admin fee / account holder | $402 | $2,767-85.5% | $13,435-97.0% | $2,969-86.4% |