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.3 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $35,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,420 | $98,750-17.5% | $149,696-45.6% | $79,858+2.0% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.5%+2.6pp | 69.6%+15.5pp |
| Annual return | 21.32% | 27.43%-6.1pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $836 | $3,216-74.0% | $4,644-82.0% | $2,471-66.2% |
| Participant deferral / active EE | $6,885 | $5,680+21.2% | $6,842+0.6% | $3,740+84.1% |
| Admin fee / account holder | $349 | $6,053-94.2% | $9,309-96.3% | $5,306-93.4% |