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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $53,094 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,245 | $48,064-39.2% | $78,778-62.9% | $69,631-58.0% |
| Participation rate | 81.9% | 61.6%+20.3pp | 69.2%+12.7pp | 70.7%+11.2pp |
| Annual return | 17.90% | 21.81%-3.9pp | 35.62%-17.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $290 | $744-61.0% | $1,986-85.4% | $2,032-85.7% |
| Participant deferral / active EE | $2,946 | $2,079+41.7% | $2,958-0.4% | $3,224-8.6% |
| Admin fee / account holder | $102 | $152-33.0% | $5,134-98.0% | $110-7.7% |