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.5+ years Filed as: BRANCH BANKING & TRUST Service code 15 · EIN 56-1368984 | Recordkeeping | $43,628 |
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 | $22,804 | $62,928-63.8% | $172,739-86.8% | $67,579-66.3% |
| Participation rate | 49.0% | 64.5%-15.4pp | 82.6%-33.6pp | 71.3%-22.2pp |
| Annual return | 27.05% | 30.36%-3.3pp | 802.84%-775.8pp | 378.56%-351.5pp |
| Employer contribution / active EE | $621 | $1,636-62.1% | $5,143-87.9% | $2,148-71.1% |
| Participant deferral / active EE | $850 | $2,145-60.4% | $5,198-83.6% | $3,539-76.0% |
| Admin fee / account holder | $97 | $167-41.7% | $13,954-99.3% | $142-31.7% |