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.5+ years Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $35,428 |
BB&T2 years 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 | $17,254 | $52,670-67.2% | $90,404-80.9% | $73,409-76.5% |
| Participation rate | 92.8% | 67.7%+25.2pp | 72.7%+20.1pp | 72.2%+20.7pp |
| Annual return | 7.57% | 20.70%-13.1pp | 1293.02%-1285.4pp | 59.29%-51.7pp |
| Employer contribution / active EE | $982 | $1,872-47.6% | $3,262-69.9% | $2,234-56.1% |
| Participant deferral / active EE | $1,391 | $2,807-50.4% | $3,963-64.9% | $3,805-63.4% |
| Admin fee / account holder | $135 | $117+15.5% | $5,611-97.6% | $158-14.6% |