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 | $16,490 |
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 | $60,254 | $47,448+27.0% | $94,993-36.6% | $62,292-3.3% |
| Participation rate | 87.7% | 66.5%+21.2pp | 73.9%+13.8pp | 69.5%+18.2pp |
| Annual return | 15.97% | 22.64%-6.7pp | 27.12%-11.2pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,431 | $1,300+10.1% | $2,603-45.0% | $2,042-29.9% |
| Participant deferral / active EE | $2,434 | $2,375+2.5% | $3,317-26.6% | $3,169-23.2% |
| Admin fee / account holder | $72 | $434-83.3% | $4,960-98.5% | $479-84.9% |