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 | $7,503 |
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 | $84,472 | $58,726+43.8% | $92,233-8.4% | $62,292+35.6% |
| Participation rate | 95.0% | 68.3%+26.6pp | 76.5%+18.5pp | 69.5%+25.4pp |
| Annual return | 14.88% | 43.62%-28.7pp | 176.28%-161.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $3,411 | $2,392+42.6% | $3,679-7.3% | $2,042+67.0% |
| Participant deferral / active EE | $4,114 | $2,766+48.8% | $3,897+5.6% | $3,169+29.8% |
| Admin fee / account holder | $56 | $556-89.9% | $5,194-98.9% | $479-88.3% |