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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $72,368 |
SAMUEL GOLDSTEIN & CO PC2 years Service code 10 150 GREAT NECK RD · GREAT NECK, NY 110213309 | Accounting | $8,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,568 | $64,286+59.5% | $90,951+12.8% | $73,409+39.7% |
| Participation rate | 33.2% | 63.6%-30.4pp | 69.0%-35.9pp | 72.2%-39.0pp |
| Annual return | 17.99% | 21.45%-3.5pp | 134.60%-116.6pp | 59.29%-41.3pp |
| Employer contribution / active EE | $316 | $895-64.6% | $2,122-85.1% | $2,234-85.8% |
| Participant deferral / active EE | $2,713 | $2,453+10.6% | $3,373-19.6% | $3,805-28.7% |
| Admin fee / account holder | $346 | $287+20.4% | $5,959-94.2% | $158+119.0% |