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 | $2,760 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,596 | $37,044+131.1% | $71,796+19.2% | $57,658+48.5% |
| Participation rate | 74.8% | 61.1%+13.7pp | 69.1%+5.7pp | 70.2%+4.6pp |
| Annual return | 8.92% | 12.64%-3.7pp | 78.04%-69.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,244 | $720+72.8% | $1,924-35.3% | $1,974-37.0% |
| Participant deferral / active EE | $4,633 | $1,974+134.7% | $2,794+65.8% | $3,061+51.4% |
| Admin fee / account holder | $5 | $101-95.0% | $4,815-99.9% | $95-94.6% |