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 10-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.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $26,262 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,361 | $78,485-5.3% | $106,213-30.0% | $74,495-0.2% |
| Participation rate | 84.4% | 72.8%+11.6pp | 75.3%+9.1pp | 67.2%+17.2pp |
| Annual return | 12.88% | 15.95%-3.1pp | 116.14%-103.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $745 | $2,523-70.5% | $3,171-76.5% | $2,623-71.6% |
| Participant deferral / active EE | $3,521 | $4,322-18.5% | $5,016-29.8% | $4,346-19.0% |
| Admin fee / account holder | $187 | $2,232-91.6% | $11,033-98.3% | $1,942-90.4% |