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.2 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $18,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,673 | $80,753-49.6% | $136,294-70.2% | $62,292-34.7% |
| Participation rate | 64.6% | 73.5%-9.0pp | 81.9%-17.4pp | 69.5%-4.9pp |
| Annual return | 18.55% | 35.83%-17.3pp | 5155.94%-5137.4pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,289 | $2,884-20.6% | $4,695-51.3% | $2,042+12.1% |
| Participant deferral / active EE | $5,806 | $5,164+12.4% | $6,247-7.1% | $3,169+83.2% |
| Admin fee / account holder | $154 | $525-70.7% | $9,243-98.3% | $479-67.9% |