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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $43,089 |
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 | $56,495 | $73,102-22.7% | $123,544-54.3% | $56,287+0.4% |
| Participation rate | 46.9% | 74.3%-27.4pp | 82.3%-35.4pp | 69.9%-23.0pp |
| Annual return | -1.76% | 3.01%-4.8pp | 119.20%-121.0pp | -9.96%+8.2pp |
| Employer contribution / active EE | $1,426 | $2,977-52.1% | $4,628-69.2% | $2,111-32.4% |
| Participant deferral / active EE | $4,476 | $5,423-17.5% | $6,426-30.3% | $3,350+33.6% |
| Admin fee / account holder | $274 | $554-50.4% | $9,284-97.0% | $521-47.3% |