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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,005 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST ADVISORY SERVICES INC Service code 27 · EIN 37-1808847 | Advisory (Plan) | $45,642 |
KEITER9 years Service code 10 · EIN 54-1631262 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,411 | $86,944+203.0% | $107,525+145.0% | $74,304+254.5% |
| Participation rate | 84.6% | 59.6%+25.1pp | 75.1%+9.5pp | 60.3%+24.3pp |
| Annual return | 14.20% | 23.52%-9.3pp | 181.32%-167.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $4,133 | $2,757+49.9% | $3,754+10.1% | $2,241+84.4% |
| Participant deferral / active EE | $8,395 | $3,554+136.2% | $5,116+64.1% | $3,767+122.8% |
| Admin fee / account holder | $874 | $3,727-76.5% | $8,919-90.2% | $2,969-70.6% |