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.5+ years Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $14,262 |
PRONVEST4+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $13,043 |
BB&T4+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,103 | $86,332-26.9% | $125,175-49.6% | $65,185-3.2% |
| Participation rate | 33.6% | 75.3%-41.7pp | 79.8%-46.2pp | 70.2%-36.6pp |
| Annual return | 22.11% | 27.43%-5.3pp | 43.79%-21.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $929 | $3,537-73.7% | $4,937-81.2% | $3,514-73.6% |
| Admin fee / account holder | $479 | $609-21.4% | $9,702-95.1% | $847-43.4% |