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.2 years Filed as: TRUIST ADVISORY SERVICES INC Service code 99 | Other Fees | $21,480 |
MCGREGOR & ASSOCIATES, INC.2 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 49 | Other Services | $3,366 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $1,168 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST ADVISOR SERVICES INC Service code 99 · EIN 37-1808847 | Other 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 | $31,257 | $47,126-33.7% | $149,673-79.1% | $74,419-58.0% |
| Participation rate | 53.5% | 63.4%-9.9pp | 78.8%-25.3pp | 70.7%-17.2pp |
| Annual return | 23.36% | 22.75%+0.6pp | 134.42%-111.1pp | 34.38%-11.0pp |
| Employer contribution / active EE | $1,677 | $1,905-12.0% | $4,818-65.2% | $2,637-36.4% |
| Participant deferral / active EE | $2,953 | $2,728+8.3% | $5,680-48.0% | $4,528-34.8% |
| Admin fee / account holder | $79 | $343-76.9% | $13,210-99.4% | $348-77.2% |