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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $21,311 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,102 | $71,192-40.9% | $117,854-64.3% | $62,292-32.4% |
| Participation rate | 94.2% | 74.2%+20.0pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 16.08% | 18.66%-2.6pp | 335.08%-319.0pp | 28.90%-12.8pp |
| Employer contribution / active EE | $8 | $1,934-99.6% | $3,786-99.8% | $2,042-99.6% |
| Participant deferral / active EE | $2,123 | $3,189-33.4% | $4,482-52.6% | $3,169-33.0% |
| Admin fee / account holder | $144 | $587-75.5% | $8,020-98.2% | $479-70.0% |