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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $51,565 |
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 | $78,838 | $72,554+8.7% | $138,135-42.9% | $73,488+7.3% |
| Participation rate | 90.6% | 74.8%+15.8pp | 78.7%+11.9pp | 70.7%+19.9pp |
| Annual return | 14.37% | 17.50%-3.1pp | 20.51%-6.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,600 | $3,511-25.9% | $5,587-53.5% | $2,270+14.5% |
| Participant deferral / active EE | $3,215 | $4,908-34.5% | $6,431-50.0% | $3,740-14.0% |
| Admin fee / account holder | $242 | $464-47.9% | $11,856-98.0% | $513-52.8% |