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: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $15,862 |
PRONVEST2+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $12,380 |
BB&T2+ years Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,280 | $71,666-29.8% | $117,854-57.3% | $69,631-27.8% |
| Participation rate | 19.7% | 77.5%-57.9pp | 79.7%-60.0pp | 70.7%-51.0pp |
| Annual return | 14.14% | 18.86%-4.7pp | 335.08%-320.9pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $8 | $1,889-99.6% | $3,786-99.8% | $2,032-99.6% |
| Participant deferral / active EE | $434 | $3,340-87.0% | $4,482-90.3% | $3,224-86.5% |
| Admin fee / account holder | $362 | $120+200.9% | $8,020-95.5% | $110+227.9% |