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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $39,906 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,763 | $62,267-55.4% | $110,238-74.8% | $55,725-50.2% |
| Participation rate | 75.8% | 78.1%-2.3pp | 79.8%-4.0pp | 70.9%+4.9pp |
| Annual return | -5.30% | -1.07%-4.2pp | 314.74%-320.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $765 | $1,941-60.6% | $3,826-80.0% | $2,078-63.2% |
| Participant deferral / active EE | $2,145 | $3,516-39.0% | $4,672-54.1% | $3,356-36.1% |
| Admin fee / account holder | $159 | $121+31.5% | $8,547-98.1% | $115+38.0% |