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: TRUIST ADVISORY SERVICES, INC. Service code 15 · EIN 37-1808847 303 PEACHTREE CENTER AVENUE · ATLANTA, GA 30303 | Recordkeeping | $34,541 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,697 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,559 | $95,274-73.2% | $135,903-81.2% | $74,419-65.7% |
| Participation rate | 78.3% | 78.2%+0.1pp | 81.9%-3.6pp | 70.7%+7.5pp |
| Annual return | 34.50% | 32.77%+1.7pp | 68.23%-33.7pp | 34.38%+0.1pp |
| Employer contribution / active EE | $1,143 | $3,874-70.5% | $4,856-76.5% | $2,637-56.7% |
| Participant deferral / active EE | $2,963 | $7,782-61.9% | $7,758-61.8% | $4,528-34.6% |
| Admin fee / account holder | $157 | $266-41.0% | $10,762-98.5% | $348-54.9% |