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 Filed as: TRUIST ADVISORY SERVICES INC Service code 27 303 PEACHTREE CENTER AVE · ATLANTA, GA 30303 | Advisory (Plan) | $13,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,946 | $66,098-15.4% | $101,794-45.0% | $74,304-24.7% |
| Participation rate | 45.5% | 53.8%-8.2pp | 69.2%-23.7pp | 60.3%-14.8pp |
| Annual return | 14.97% | 19.59%-4.6pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $708 | $1,082-34.5% | $2,289-69.1% | $2,241-68.4% |
| Participant deferral / active EE | $1,706 | $2,781-38.6% | $4,084-58.2% | $3,767-54.7% |
| Admin fee / account holder | $94 | $4,146-97.7% | $8,777-98.9% | $2,969-96.8% |