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 Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $42,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,176 | $80,753-5.7% | $136,294-44.1% | $62,292+22.3% |
| Participation rate | 65.8% | 73.5%-7.8pp | 81.9%-16.2pp | 69.5%-3.7pp |
| Annual return | 13.68% | 35.83%-22.1pp | 5155.94%-5142.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,688 | $2,884-41.4% | $4,695-64.0% | $2,042-17.3% |
| Participant deferral / active EE | $4,737 | $5,164-8.3% | $6,247-24.2% | $3,169+49.5% |
| Admin fee / account holder | $293 | $525-44.2% | $9,243-96.8% | $479-38.9% |