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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $95,862 |
Annual investment return 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 | $58,964 | $55,790+5.7% | $76,817-23.2% | $67,579-12.7% |
| Participation rate | 87.0% | 71.1%+15.9pp | 72.1%+14.9pp | 71.3%+15.7pp |
| Annual return | 7.01% | 64.45%-57.4pp | 1166.11%-1159.1pp | 378.56%-371.5pp |
| Employer contribution / active EE | $2,587 | $1,810+42.9% | $2,302+12.4% | $2,148+20.4% |
| Participant deferral / active EE | $2,787 | $2,875-3.1% | $3,336-16.4% | $3,539-21.3% |
| Admin fee / account holder | $130 | $159-18.4% | $6,420-98.0% | $142-8.7% |