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 Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $33,711 |
BB&T IIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $16,033 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,216 | $50,464-18.3% | $75,781-45.6% | $52,331-21.2% |
| Participation rate | 95.6% | 66.8%+28.8pp | 75.8%+19.7pp | 68.1%+27.5pp |
| Annual return | -0.24% | 1.03%-1.3pp | 9.68%-9.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $6,998 | $1,988+251.9% | $3,323+110.6% | $1,882+271.9% |
| Participant deferral / active EE | $995 | $2,570-61.3% | $3,651-72.8% | $3,022-67.1% |
| Admin fee / account holder | $244 | $1,103-77.9% | $5,299-95.4% | $592-58.8% |