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.6+ years Filed as: BRANCH BANKING & TRUST Service code 15 · EIN 56-1368984 | Recordkeeping | $48,811 |
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 | $28,305 | $52,293-45.9% | $178,490-84.1% | $73,409-61.4% |
| Participation rate | 57.2% | 65.3%-8.2pp | 81.9%-24.8pp | 72.2%-15.0pp |
| Annual return | 25.49% | 34.75%-9.3pp | 151.07%-125.6pp | 59.29%-33.8pp |
| Employer contribution / active EE | $821 | $1,735-52.7% | $5,011-83.6% | $2,234-63.3% |
| Participant deferral / active EE | $1,125 | $2,332-51.8% | $5,202-78.4% | $3,805-70.4% |
| Admin fee / account holder | $104 | $127-18.6% | $13,984-99.3% | $158-34.4% |