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 COMPANY Service code 16 · EIN 56-1368984 | Consulting | $18,008 |
Service code 10 · EIN 52-1711839 | Accounting | $14,000 |
Filed as: BB&T INSTITUTIONAL ADVISORS, INC. Service code 26 · EIN 57-0956597 | Advisory (Participants) | $9,297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $33,587 | $106,890-68.6% | $84,015-60.0% | $152,861-78.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | -17.78% | 104.99%-122.8pp | 71.31%-89.1pp | 345.32%-363.1pp |
| Employer contribution / active EE | $714 | $2,734-73.9% | $1,983-64.0% | $4,762-85.0% |
| Participant deferral / active EE | $5,490 | $4,011+36.9% | $3,239+69.5% | $5,850-6.2% |
| Admin fee / account holder | $794 | $8,285-90.4% | $6,101-87.0% | $11,596-93.2% |