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+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $2,176 |
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 | $24,727 | $33,745-26.7% | $64,105-61.4% | $55,191-55.2% |
| Participation rate | 83.2% | 59.4%+23.9pp | 68.2%+15.1pp | 69.2%+14.1pp |
| Annual return | -0.53% | 4.95%-5.5pp | 791.24%-791.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $301 | $641-53.0% | $1,820-83.4% | $1,899-84.1% |
| Participant deferral / active EE | $2,936 | $1,929+52.2% | $2,822+4.1% | $3,046-3.6% |
| Admin fee / account holder | $5 | $94-94.7% | $4,499-99.9% | $91-94.5% |