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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $78,147 |
Service code 16 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Consulting | $33,720 |
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 | $55,805 | $75,388-26.0% | $123,544-54.8% | $55,725+0.1% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.3%+15.2pp | 70.9%+26.6pp |
| Annual return | -0.47% | 4.48%-4.9pp | 119.20%-119.7pp | 244.93%-245.4pp |
| Employer contribution / active EE | $2,925 | $3,063-4.5% | $4,628-36.8% | $2,078+40.8% |
| Participant deferral / active EE | $8,474 | $5,651+50.0% | $6,426+31.9% | $3,356+152.6% |
| Admin fee / account holder | $137 | $120+14.6% | $9,284-98.5% | $115+19.2% |