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.1 year Filed as: TRUIST ADVISORY SERVICES INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $19,723 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,262 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $10,325 |
NOVA 401(K) ASSOCIATES9+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $5,956 |
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 | $61,683 | $54,701+12.8% | $86,188-28.4% | $71,457-13.7% |
| Participation rate | 88.3% | 60.1%+28.2pp | 69.0%+19.3pp | 67.9%+20.3pp |
| Annual return | 12.09% | 20.06%-8.0pp | 1168.45%-1156.4pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,681 | $1,265+32.9% | $2,380-29.4% | $2,588-35.0% |
| Participant deferral / active EE | $5,948 | $3,108+91.4% | $3,985+49.2% | $4,289+38.7% |
| Admin fee / account holder | $153 | $1,922-92.0% | $6,852-97.8% | $1,587-90.3% |