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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $71,431 |
SEAY & WEISSINGER, LLC1 year Service code 10 358 ROSWELL ST STE 1140 · MARIETTA, GA 30060 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,015 | $66,302+90.1% | $110,238+14.3% | $56,287+123.9% |
| Participation rate | 95.6% | 74.9%+20.7pp | 79.8%+15.8pp | 69.9%+25.7pp |
| Annual return | -6.16% | -1.18%-5.0pp | 314.74%-320.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,668 | $2,047-18.5% | $3,826-56.4% | $2,111-21.0% |
| Participant deferral / active EE | $8,147 | $3,381+140.9% | $4,672+74.4% | $3,350+143.2% |
| Admin fee / account holder | $393 | $698-43.8% | $8,547-95.4% | $521-24.6% |