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 & TRUST COMPANY Service code 15 · EIN 56-1368984 | Recordkeeping | $54,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,526 | $28,416-48.9% | $73,545-80.2% | $69,631-79.1% |
| Participation rate | 60.2% | 38.3%+21.8pp | 54.9%+5.2pp | 70.7%-10.5pp |
| Annual return | 18.83% | -694.13%+713.0pp | -15.16%+34.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $180 | $430-58.3% | $1,219-85.3% | $2,032-91.2% |
| Participant deferral / active EE | $797 | $897-11.1% | $1,806-55.9% | $3,224-75.3% |
| Admin fee / account holder | $74 | $104-28.7% | $2,320-96.8% | $110-32.6% |