Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $34,014 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST ADVISORY SERVICES INC Service code 27 303 PEACHTREE CENTER AVE STE 140 · ATLANTA, GA 30303 | Advisory (Plan) | $27,906 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,508 | $60,261+8.7% | $81,783-19.9% | $74,546-12.1% |
| Participation rate | 79.6% | 62.9%+16.7pp | 72.4%+7.2pp | 67.2%+12.4pp |
| Annual return | 13.22% | 16.88%-3.7pp | 775.05%-761.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $320 | $2,622-87.8% | $2,913-89.0% | $2,624-87.8% |
| Participant deferral / active EE | $3,170 | $3,388-6.4% | $4,320-26.6% | $4,347-27.1% |
| Admin fee / account holder | $274 | $1,482-81.5% | $7,380-96.3% | $1,944-85.9% |