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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $76,681 |
SEAY & WEISSINGER, LLC3 years Service code 10 2030 POWERS FERRY ROAD SE STE 208 · ATLANTA, GA 30339 | 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 | $159,031 | $81,474+95.2% | $133,956+18.7% | $73,488+116.4% |
| Participation rate | 98.9% | 76.4%+22.6pp | 79.8%+19.1pp | 70.7%+28.2pp |
| Annual return | 18.70% | 19.40%-0.7pp | 45.09%-26.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,616 | $2,209-26.8% | $3,919-58.8% | $2,270-28.8% |
| Participant deferral / active EE | $8,414 | $3,786+122.2% | $5,048+66.7% | $3,740+125.0% |
| Admin fee / account holder | $360 | $713-49.6% | $8,927-96.0% | $513-29.9% |