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: TRUIST ADVISORY SERVICES, INC. Service code 15 · EIN 37-1808847 | Recordkeeping | $36,777 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,575 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,196 | $100,923+59.7% | $150,045+7.4% | $74,304+116.9% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.3%+13.7pp | 60.3%+35.7pp |
| Annual return | 17.45% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $6,518 | $3,463+88.2% | $4,693+38.9% | $2,241+190.8% |
| Participant deferral / active EE | $14,898 | $6,709+122.1% | $7,997+86.3% | $3,767+295.5% |
| Admin fee / account holder | $313 | $2,767-88.7% | $13,435-97.7% | $2,969-89.4% |