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.3 years Filed as: TRUIST Service code 27 · EIN 56-0939887 214 N. TRYON STREET · CHARLOTTE, NC 28202 | Advisory (Plan) | $52,482 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,459 | $102,382-61.5% | $147,005-73.2% | $80,874-51.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 7.03% | 134.89%-127.9pp | 418.76%-411.7pp | 35.62%-28.6pp |
| Employer contribution / active EE | $5,794 | $3,715+56.0% | $4,934+17.4% | $2,756+110.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $205 | $7,942-97.4% | $13,006-98.4% | $6,935-97.0% |