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 | $10,069 |
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 | $43,122 | $88,324-51.2% | $115,037-62.5% | $55,191-21.9% |
| Participation rate | 93.2% | 72.5%+20.7pp | 81.4%+11.9pp | 69.2%+24.1pp |
| Annual return | 1.15% | 6.30%-5.1pp | 26.14%-25.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,458 | $2,805-12.4% | $4,608-46.7% | $1,899+29.5% |
| Participant deferral / active EE | $6,868 | $5,042+36.2% | $6,026+14.0% | $3,046+125.5% |
| Admin fee / account holder | $14 | $105-86.5% | $8,175-99.8% | $91-84.3% |