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.3 years Filed as: TRUIST ADVISORY SERVICES INC Service code 99 | Other Fees | $26,498 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 49 | Other Services | $4,501 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,430 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $2 |
SUNTRUST BANKS, INC.3 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 |
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 | $37,966 | $50,815-25.3% | $155,509-75.6% | $77,643-51.1% |
| Participation rate | 52.1% | 63.1%-11.0pp | 78.2%-26.1pp | 70.6%-18.5pp |
| Annual return | 15.78% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,592 | $1,993-20.1% | $4,672-65.9% | $2,726-41.6% |
| Participant deferral / active EE | $2,700 | $2,822-4.3% | $5,626-52.0% | $4,647-41.9% |
| Admin fee / account holder | $39 | $437-91.0% | $15,912-99.8% | $430-90.9% |