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 9-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+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1368984 | Bank Trustee | $10,767 |
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.
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 | $36,841 | $47,078-21.7% | $100,671-63.4% | $55,191-33.2% |
| Participation rate | 35.5% | 58.0%-22.5pp | 70.7%-35.2pp | 69.2%-33.7pp |
| Annual return | 1.70% | 0.65%+1.0pp | 20.43%-18.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $440 | $2,038-78.4% | $3,144-86.0% | $3,046-85.6% |
| Admin fee / account holder | $66 | $153-57.2% | $4,850-98.6% | $91-27.7% |