See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $18,930 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST INVESTMENT SERVICES INC Service code 27 · EIN 58-1648698 | Advisory (Plan) | $8,671 |
SECURITIES AMERICA INC7+ years Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $7,973 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,411 | $56,485-23.1% | $185,823-76.6% | $86,799-50.0% |
| Participation rate | 98.1% | 65.5%+32.6pp | 81.7%+16.4pp | 72.3%+25.8pp |
| Annual return | 14.67% | 118.04%-103.4pp | 122.05%-107.4pp | 97.91%-83.2pp |
| Employer contribution / active EE | $2,217 | $1,843+20.3% | $5,167-57.1% | $2,405-7.8% |
| Participant deferral / active EE | $2,720 | $2,553+6.5% | $5,568-51.2% | $4,131-34.2% |
| Admin fee / account holder | $11 | $150-92.6% | $16,237-99.9% | $170-93.5% |