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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $55,758 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $17,850 |
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 | $39,220 | $40,174-2.4% | $84,015-53.3% | $67,579-42.0% |
| Participation rate | 86.3% | 62.7%+23.6pp | 69.0%+17.2pp | 71.3%+15.0pp |
| Annual return | 22.43% | 25.82%-3.4pp | 71.31%-48.9pp | 378.56%-356.1pp |
| Employer contribution / active EE | $254 | $808-68.5% | $1,983-87.2% | $2,148-88.2% |
| Participant deferral / active EE | $3,140 | $2,301+36.5% | $3,239-3.0% | $3,539-11.3% |
| Admin fee / account holder | $164 | $128+27.5% | $6,101-97.3% | $142+15.0% |