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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,573 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES INC Service code 27 · EIN 37-1808847 | Advisory (Plan) | $35,291 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,277 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,338 | $91,372-46.0% | $129,995-62.0% | $74,419-33.7% |
| Participation rate | 76.3% | 77.8%-1.5pp | 78.5%-2.2pp | 70.7%+5.6pp |
| Annual return | 28.04% | 23.21%+4.8pp | -137.18%+165.2pp | 34.38%-6.3pp |
| Employer contribution / active EE | $3,360 | $2,563+31.1% | $4,320-22.2% | $2,637+27.4% |
| Participant deferral / active EE | $5,574 | $4,721+18.1% | $5,820-4.2% | $4,528+23.1% |
| Admin fee / account holder | $246 | $283-13.3% | $10,614-97.7% | $348-29.4% |