See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $71,636 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,885 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,084 | $58,778+112.8% | $129,207-3.2% | $77,643+61.1% |
| Participation rate | 86.8% | 59.2%+27.6pp | 69.6%+17.2pp | 70.6%+16.3pp |
| Annual return | 15.69% | 24.73%-9.0pp | 9417.33%-9401.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,098 | $1,952+109.9% | $4,153-1.3% | $2,726+50.3% |
| Participant deferral / active EE | $7,063 | $3,212+119.9% | $4,168+69.5% | $4,647+52.0% |
| Admin fee / account holder | $224 | $589-62.0% | $7,715-97.1% | $430-48.0% |