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.5 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $68,280 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,450 |
MORNINGSTAR3 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 | $146,814 | $65,241+125.0% | $126,539+16.0% | $85,563+71.6% |
| Participation rate | 90.2% | 48.6%+41.6pp | 69.8%+20.4pp | 66.0%+24.3pp |
| Annual return | 15.91% | 42.19%-26.3pp | 425.95%-410.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $5,158 | $1,937+166.2% | $3,674+40.4% | $2,654+94.4% |
| Participant deferral / active EE | $8,910 | $3,032+193.9% | $4,083+118.2% | $4,375+103.6% |
| Admin fee / account holder | $50 | $1,031-95.2% | $6,065-99.2% | $834-94.0% |