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 5-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 | $1,405 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $58 |
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 | $49,616 | $155,795-68.2% | $136,294-63.6% | $69,631-28.7% |
| Participation rate | 69.1% | 75.2%-6.2pp | 81.9%-12.8pp | 70.7%-1.6pp |
| Annual return | 21.51% | 232464.33%-232442.8pp | 5155.94%-5134.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $3,279 | $2,991+9.6% | $4,695-30.2% | $2,032+61.4% |
| Participant deferral / active EE | $5,671 | $5,394+5.1% | $6,247-9.2% | $3,224+75.9% |
| Admin fee / account holder | $7 | $128-94.9% | $9,243-99.9% | $110-94.1% |