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: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $31,020 |
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 | $16,517 | $50,637-67.4% | $86,590-80.9% | $62,292-73.5% |
| Participation rate | 91.9% | 67.9%+24.0pp | 73.5%+18.3pp | 69.5%+22.4pp |
| Annual return | 10.63% | 20.80%-10.2pp | 964.84%-954.2pp | 28.90%-18.3pp |
| Employer contribution / active EE | $923 | $2,075-55.5% | $2,839-67.5% | $2,042-54.8% |
| Participant deferral / active EE | $1,284 | $2,611-50.8% | $3,609-64.4% | $3,169-59.5% |
| Admin fee / account holder | $137 | $413-66.8% | $4,906-97.2% | $479-71.4% |