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.2 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $74,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,832 | $49,138+25.8% | $84,015-26.4% | $65,185-5.1% |
| Participation rate | 53.7% | 60.7%-7.1pp | 69.0%-15.4pp | 70.2%-16.5pp |
| Annual return | 7.52% | 23.00%-15.5pp | 71.31%-63.8pp | 29.38%-21.9pp |
| Employer contribution / active EE | $4 | $914-99.5% | $1,983-99.8% | $2,177-99.8% |
| Participant deferral / active EE | $2,729 | $2,397+13.8% | $3,239-15.7% | $3,514-22.3% |
| Admin fee / account holder | $297 | $543-45.3% | $6,101-95.1% | $847-64.9% |