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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $2,739 |
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 | $69,126 | $52,884+30.7% | $84,750-18.4% | $55,167+25.3% |
| Participation rate | 94.9% | 67.5%+27.4pp | 76.6%+18.3pp | 69.0%+25.9pp |
| Annual return | 7.73% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $3,053 | $2,233+36.7% | $3,574-14.6% | $1,963+55.6% |
| Participant deferral / active EE | $3,856 | $2,644+45.9% | $3,712+3.9% | $3,054+26.3% |
| Admin fee / account holder | $20 | $581-96.5% | $5,332-99.6% | $504-96.0% |