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: SUNTRUST INVESTMENT SERVICES INC Service code 55 · EIN 47-0826838 | Other Commissions | $12,669 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 61 · EIN 52-1396995 | Finders' fees / placement fees | $0 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,710 | $155,795-79.0% | $136,294-76.0% | $69,631-53.0% |
| Participation rate | 75.3% | 75.2%+0.1pp | 81.9%-6.6pp | 70.7%+4.7pp |
| Annual return | 20.63% | 232464.33%-232443.7pp | 5155.94%-5135.3pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $1,777 | $2,991-40.6% | $4,695-62.2% | $2,032-12.5% |
| Participant deferral / active EE | $4,084 | $5,394-24.3% | $6,247-34.6% | $3,224+26.7% |
| Admin fee / account holder | $7 | $128-94.7% | $9,243-99.9% | $110-93.8% |