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 9-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 | $26,590 |
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 | $57,512 | $73,638-21.9% | $95,952-40.1% | $73,488-21.7% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+21.9pp | 70.7%+28.3pp |
| Annual return | 15.28% | 16.78%-1.5pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $4,221 | $1,863+126.6% | $2,541+66.1% | $2,270+85.9% |
| Participant deferral / active EE | $4,446 | $3,617+22.9% | $4,167+6.7% | $3,740+18.9% |
| Admin fee / account holder | $211 | $482-56.2% | $6,795-96.9% | $513-58.9% |