Filed May 7, 2026
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: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $58,789 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,666 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $77,536 | $69,159+12.1% | $125,175-38.1% | $67,579+14.7% |
| Participation rate | 98.6% | 78.2%+20.4pp | 79.8%+18.8pp | 71.3%+27.3pp |
| Annual return | 21.31% | 27.12%-5.8pp | 43.79%-22.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,616 | $2,023+29.3% | $3,865-32.3% | $2,148+21.8% |
| Participant deferral / active EE | $4,494 | $3,700+21.5% | $4,937-9.0% | $3,539+27.0% |
| Admin fee / account holder | $106 | $142-24.9% | $9,702-98.9% | $142-25.2% |