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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $135,455 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 16 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Consulting | $79,429 |
BKD, LLP6+ years Filed as: DIXON HUGHS GOODMAN, LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $11,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $479,565 | $100,801+375.8% | $149,696+220.4% | $73,409+553.3% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.7pp | 72.2%+27.0pp |
| Annual return | 21.78% | 265.34%-243.6pp | 276.60%-254.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $13,846 | $3,312+318.1% | $4,644+198.1% | $2,234+519.9% |
| Participant deferral / active EE | $12,009 | $6,404+87.5% | $6,842+75.5% | $3,805+215.6% |
| Admin fee / account holder | $442 | $181+144.3% | $9,309-95.3% | $158+179.8% |