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 Filed as: TRUIST ADVISORY SERVICES INC Service code 27 · EIN 37-1808847 | Advisory (Plan) | $32,405 |
PBMARES, LLP3 years Service code 15 · EIN 54-0737372 | Recordkeeping | $4,345 |
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $3,552 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,464 | $102,317-24.3% | $146,958-47.3% | $80,856-4.2% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.2%-4.5pp | 67.6%+10.0pp |
| Annual return | 15.87% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,917 | $3,713+59.4% | $4,933+20.0% | $2,755+114.8% |
| Participant deferral / active EE | $14,103 | $6,644+112.3% | $8,070+74.8% | $4,296+228.3% |
| Admin fee / account holder | $54 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |