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 | $93,166 |
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 | $59,703 | $155,795-61.7% | $136,294-56.2% | $69,631-14.3% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 70.7%+23.5pp |
| Annual return | 20.73% | 232464.33%-232443.6pp | 5155.94%-5135.2pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $2,709 | $2,991-9.4% | $4,695-42.3% | $2,032+33.3% |
| Participant deferral / active EE | $7,786 | $5,394+44.4% | $6,247+24.6% | $3,224+141.5% |
| Admin fee / account holder | $119 | $128-7.2% | $9,243-98.7% | $110+7.7% |