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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $24,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,675 | $58,726+27.2% | $92,233-19.0% | $62,292+19.9% |
| Participation rate | 59.4% | 68.3%-9.0pp | 76.5%-17.1pp | 69.5%-10.2pp |
| Annual return | 19.03% | 43.62%-24.6pp | 176.28%-157.2pp | 28.90%-9.9pp |
| Employer contribution / active EE | $3,060 | $2,392+28.0% | $3,679-16.8% | $2,042+49.9% |
| Participant deferral / active EE | $3,890 | $2,766+40.7% | $3,897-0.2% | $3,169+22.8% |
| Admin fee / account holder | $109 | $556-80.4% | $5,194-97.9% | $479-77.3% |