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.4 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 26 · EIN 37-1808847 303 PEACHTREE CENTER AVENUE · ATLANTA, GA 30303 | Advisory (Participants) | $65,191 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $34,530 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $8,322 |
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 | $36,021 | $119,446-69.8% | $150,045-76.0% | $85,563-57.9% |
| Participation rate | 74.1% | 75.4%-1.3pp | 82.3%-8.2pp | 66.0%+8.1pp |
| Annual return | 17.42% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,356 | $4,078-66.7% | $4,693-71.1% | $2,654-48.9% |
| Participant deferral / active EE | $3,646 | $7,985-54.3% | $7,997-54.4% | $4,375-16.7% |
| Admin fee / account holder | $220 | $548-59.9% | $13,435-98.4% | $834-73.7% |