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.1 year Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $15,389 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $14,003 |
BB&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $8,145 |
SUNTRUST BANKS, INC.1 year Filed as: BRANCH BANKING & TRUST Service code 26 | Advisory (Participants) | $0 |
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 | $62,374 | $56,629+10.1% | $77,999-20.0% | $55,167+13.1% |
| Participation rate | 84.2% | 73.3%+10.9pp | 75.5%+8.6pp | 69.0%+15.2pp |
| Annual return | 8.14% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,126 | $1,723-34.6% | $2,470-54.4% | $1,963-42.6% |
| Participant deferral / active EE | $2,899 | $2,777+4.4% | $3,497-17.1% | $3,054-5.1% |
| Admin fee / account holder | $203 | $467-56.5% | $5,480-96.3% | $504-59.7% |