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.3+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $98,409 |
Filed as: BB&T INSTITUTIONAL ADVISORS, INC. Service code 26 · EIN 57-0956597 | Advisory (Participants) | $19,159 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,645 | $60,545-72.5% | $92,233-82.0% | $69,631-76.1% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.5%+18.3pp | 70.7%+24.1pp |
| Annual return | 16.68% | 19.71%-3.0pp | 176.28%-159.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $418 | $2,633-84.1% | $3,679-88.6% | $2,032-79.4% |
| Participant deferral / active EE | $2,062 | $2,828-27.1% | $3,897-47.1% | $3,224-36.0% |
| Admin fee / account holder | $95 | $145-34.4% | $5,194-98.2% | $110-14.1% |