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: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $15,202 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $11,695 | $75,183-84.4% | $123,892-90.6% | $55,167-78.8% |
| Participation rate | 84.7% | 72.8%+11.8pp | 81.4%+3.3pp | 69.0%+15.7pp |
| Annual return | 7.31% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $304 | $2,823-89.2% | $4,617-93.4% | $1,963-84.5% |
| Participant deferral / active EE | $751 | $5,084-85.2% | $5,984-87.5% | $3,054-75.4% |
| Admin fee / account holder | $103 | $663-84.5% | $8,357-98.8% | $504-79.6% |