See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: TRUIST ADVISORY SERVICES INC Service code 99 | Other Fees | $30,725 |
MCGREGOR & ASSOCIATES, INC.4 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 49 | Other Services | $5,155 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,443 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST ADVISOR SERVICES INC Service code 99 · EIN 37-1808847 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $0 |
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 | $45,344 | $50,982-11.1% | $154,803-70.7% | $85,563-47.0% |
| Participation rate | 47.6% | 59.8%-12.1pp | 78.1%-30.4pp | 66.0%-18.3pp |
| Annual return | 16.35% | 30.35%-14.0pp | 58.88%-42.5pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,551 | $1,708-9.2% | $4,305-64.0% | $2,654-41.5% |
| Participant deferral / active EE | $2,748 | $2,474+11.1% | $5,540-50.4% | $4,375-37.2% |
| Admin fee / account holder | $70 | $846-91.7% | $14,329-99.5% | $834-91.6% |