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 9-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 year Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $18,332 |
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 | $45,290 | $73,102-38.0% | $123,544-63.3% | $56,287-19.5% |
| Participation rate | 79.8% | 74.3%+5.5pp | 82.3%-2.5pp | 69.9%+10.0pp |
| Annual return | -6.01% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $758 | $2,977-74.5% | $4,628-83.6% | $2,111-64.1% |
| Participant deferral / active EE | $6,503 | $5,423+19.9% | $6,426+1.2% | $3,350+94.1% |
| Admin fee / account holder | $161 | $554-71.0% | $9,284-98.3% | $521-69.1% |