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.3 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $27,284 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,703 | $81,474-21.8% | $133,956-52.4% | $73,488-13.3% |
| Participation rate | 86.2% | 76.4%+9.9pp | 79.8%+6.4pp | 70.7%+15.6pp |
| Annual return | 11.93% | 19.40%-7.5pp | 45.09%-33.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $3,670 | $2,209+66.1% | $3,919-6.4% | $2,270+61.7% |
| Participant deferral / active EE | $1,353 | $3,786-64.3% | $5,048-73.2% | $3,740-63.8% |
| Admin fee / account holder | $195 | $713-72.7% | $8,927-97.8% | $513-62.0% |