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 8-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.1 year Filed as: TRUIST ADVISORY SERVICES INC. Service code 27 303 PEACHTREE CENTER AVE STE 140 · ATLANTA, GA 30303 | Advisory (Plan) | $17,247 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,918 |
Service code 99 3032 E COMMERICAL BLVD #110 · FT LAUDERDALE, FL 33308 | Other Fees | $3,230 |
JACKSON KELLY PLLC1 year Service code 13 · EIN 55-0394215 PO BOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $2,080 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,306 | $55,415-30.9% | $155,509-75.4% | $74,495-48.6% |
| Participation rate | 63.6% | 61.9%+1.7pp | 78.2%-14.6pp | 67.2%-3.6pp |
| Annual return | 15.70% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,399 | $2,267-38.3% | $4,672-70.1% | $2,623-46.7% |
| Participant deferral / active EE | $2,527 | $2,836-10.9% | $5,626-55.1% | $4,346-41.8% |
| Admin fee / account holder | $150 | $1,738-91.4% | $15,912-99.1% | $1,942-92.3% |