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 | $82,549 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,196 | $65,592-63.1% | $90,160-73.2% | $69,631-65.3% |
| Participation rate | 84.8% | 77.6%+7.2pp | 76.9%+7.9pp | 70.7%+14.1pp |
| Annual return | 16.58% | 57.10%-40.5pp | 34.88%-18.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $530 | $2,193-75.8% | $3,318-84.0% | $2,032-73.9% |
| Participant deferral / active EE | $1,570 | $5,257-70.1% | $5,288-70.3% | $3,224-51.3% |
| Admin fee / account holder | $74 | $86-13.4% | $5,943-98.8% | $110-32.8% |