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 Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $31,554 |
BB&T1 year Filed as: BB AND T Service code 52 | Indirect Investment Fees | $0 |
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 | $16,099 | $54,237-70.3% | $90,281-82.2% | $67,579-76.2% |
| Participation rate | 92.5% | 68.6%+23.8pp | 73.3%+19.2pp | 71.3%+21.2pp |
| Annual return | 4.25% | 37.27%-33.0pp | 78.10%-73.9pp | 378.56%-374.3pp |
| Employer contribution / active EE | $937 | $1,846-49.3% | $2,854-67.2% | $2,148-56.4% |
| Participant deferral / active EE | $1,292 | $2,625-50.8% | $3,885-66.7% | $3,539-63.5% |
| Admin fee / account holder | $124 | $123+0.8% | $5,351-97.7% | $142-12.6% |