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 | $51,925 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 2 PLAYERS CLUB DR STE 100 · CHARLESTON, WV 25311 | Accounting | $7,500 |
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 | $56,607 | $44,734+26.5% | $99,443-43.1% | $67,579-16.2% |
| Participation rate | 87.9% | 66.2%+21.8pp | 73.8%+14.1pp | 71.3%+16.7pp |
| Annual return | 22.16% | 32.45%-10.3pp | 30.72%-8.6pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,221 | $1,261-3.2% | $2,540-51.9% | $2,148-43.2% |
| Participant deferral / active EE | $2,273 | $2,731-16.8% | $3,619-37.2% | $3,539-35.8% |
| Admin fee / account holder | $206 | $120+71.9% | $6,250-96.7% | $142+44.5% |