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 8-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 | $19,505 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,360 | $72,404-26.3% | $110,238-51.6% | $64,186-16.9% |
| Participation rate | 90.4% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.8pp |
| Annual return | -3.52% | -6.29%+2.8pp | 314.74%-318.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,471 | $2,282+8.3% | $3,826-35.4% | $2,381+3.8% |
| Participant deferral / active EE | $4,820 | $3,469+38.9% | $4,672+3.2% | $3,470+38.9% |
| Admin fee / account holder | $197 | $5,664-96.5% | $8,547-97.7% | $4,888-96.0% |