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.3+ years Filed as: BBANDT Service code 21 · EIN 57-0956597 | Bank Trustee | $35,972 |
PRONVEST3+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $9,251 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,925 | $55,453-80.3% | $170,442-93.6% | $62,292-82.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.40% | 21.38%-9.0pp | 205.93%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $557 | $2,164-74.2% | $5,433-89.7% | $2,042-72.7% |
| Participant deferral / active EE | $1,198 | $2,303-48.0% | $4,939-75.7% | $3,169-62.2% |
| Admin fee / account holder | $145 | $455-68.1% | $13,880-99.0% | $479-69.8% |