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.4 years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $31,457 |
PRONVEST4 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $22,836 |
BB&T IIA3 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $19,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,448 | $54,573-9.4% | $90,951-45.6% | $73,488-32.7% |
| Participation rate | 95.9% | 61.2%+34.7pp | 69.0%+26.8pp | 70.7%+25.2pp |
| Annual return | 11.89% | 16.69%-4.8pp | 134.60%-122.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $838 | $991-15.5% | $2,122-60.5% | $2,270-63.1% |
| Participant deferral / active EE | $3,365 | $2,517+33.7% | $3,373-0.2% | $3,740-10.0% |
| Admin fee / account holder | $353 | $521-32.3% | $5,959-94.1% | $513-31.2% |