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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $1,708 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $445 |
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 | $50,231 | $75,388-33.4% | $123,544-59.3% | $55,725-9.9% |
| Participation rate | 69.3% | 75.7%-6.3pp | 82.3%-13.0pp | 70.9%-1.5pp |
| Annual return | -4.17% | 4.48%-8.7pp | 119.20%-123.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,134 | $3,063+2.3% | $4,628-32.3% | $2,078+50.8% |
| Participant deferral / active EE | $5,587 | $5,651-1.1% | $6,426-13.0% | $3,356+66.5% |
| Admin fee / account holder | $9 | $120-92.7% | $9,284-99.9% | $115-92.4% |