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 | $88,107 |
ADEPTUS PARTNERS LLC3 years Service code 10 733 RT 35 N · OCEAN, NJ 07712 | Accounting | $12,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,889 | $78,781+15.4% | $100,516-9.6% | $73,409+23.8% |
| Participation rate | 57.4% | 80.0%-22.7pp | 79.4%-22.0pp | 72.2%-14.8pp |
| Annual return | 23.35% | 31.69%-8.3pp | 30.89%-7.5pp | 59.29%-35.9pp |
| Employer contribution / active EE | $1,195 | $2,420-50.6% | $3,418-65.0% | $2,234-46.5% |
| Participant deferral / active EE | $4,512 | $6,537-31.0% | $6,270-28.0% | $3,805+18.6% |
| Admin fee / account holder | $168 | $145+15.9% | $8,081-97.9% | $158+6.7% |