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: BRANCH BANKING AND TRUST COMPANY Service code 15 · EIN 56-1368984 | Recordkeeping | $23,343 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $67,921 | $64,909+4.6% | $82,313-17.5% | $62,292+9.0% |
| Participation rate | 56.9% | 74.9%-17.9pp | 76.9%-20.0pp | 69.5%-12.6pp |
| Annual return | 20.93% | 21.18%-0.2pp | 25.88%-4.9pp | 28.90%-8.0pp |
| Employer contribution / active EE | $624 | $1,676-62.8% | $2,428-74.3% | $2,042-69.5% |
| Participant deferral / active EE | $1,705 | $3,103-45.1% | $3,706-54.0% | $3,169-46.2% |
| Admin fee / account holder | $269 | $440-38.7% | $5,608-95.2% | $479-43.8% |