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 | $80,684 |
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 | $63,389 | $61,473+3.1% | $81,930-22.6% | $73,409-13.6% |
| Participation rate | 87.4% | 72.4%+15.0pp | 72.0%+15.4pp | 72.2%+15.2pp |
| Annual return | 1.91% | 28.26%-26.3pp | 29.49%-27.6pp | 59.29%-57.4pp |
| Employer contribution / active EE | $2,661 | $1,898+40.2% | $4,310-38.3% | $2,234+19.1% |
| Participant deferral / active EE | $2,928 | $3,080-5.0% | $7,107-58.8% | $3,805-23.1% |
| Admin fee / account holder | $112 | $125-10.9% | $5,158-97.8% | $158-29.2% |