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.1 year Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $28,335 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,288 | $66,302+15.1% | $110,238-30.8% | $56,287+35.5% |
| Participation rate | 84.2% | 74.9%+9.2pp | 79.8%+4.3pp | 69.9%+14.3pp |
| Annual return | 9.31% | -1.18%+10.5pp | 314.74%-305.4pp | -9.96%+19.3pp |
| Employer contribution / active EE | $2,723 | $2,047+33.0% | $3,826-28.8% | $2,111+29.0% |
| Participant deferral / active EE | $423 | $3,381-87.5% | $4,672-91.0% | $3,350-87.4% |
| Admin fee / account holder | $246 | $698-64.7% | $8,547-97.1% | $521-52.7% |