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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $72,327 |
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 | $28,314 | $40,174-29.5% | $84,015-66.3% | $67,579-58.1% |
| Participation rate | 96.5% | 62.7%+33.8pp | 69.0%+27.5pp | 71.3%+25.2pp |
| Annual return | 31.42% | 25.82%+5.6pp | 71.31%-39.9pp | 378.56%-347.1pp |
| Employer contribution / active EE | $451 | $808-44.2% | $1,983-77.3% | $2,148-79.0% |
| Participant deferral / active EE | $3,251 | $2,301+41.3% | $3,239+0.4% | $3,539-8.1% |
| Admin fee / account holder | $125 | $128-2.8% | $6,101-98.0% | $142-12.4% |