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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $25,011 |
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 | $97,694 | $69,362+40.8% | $101,248-3.5% | $73,488+32.9% |
| Participation rate | 96.7% | 68.4%+28.4pp | 75.8%+20.9pp | 70.7%+26.1pp |
| Annual return | 13.41% | 18.46%-5.1pp | 46.47%-33.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,811 | $2,628+45.0% | $3,660+4.1% | $2,270+67.9% |
| Participant deferral / active EE | $4,695 | $3,300+42.3% | $4,370+7.4% | $3,740+25.6% |
| Admin fee / account holder | $167 | $704-76.3% | $5,945-97.2% | $513-67.5% |