Filed September 13, 2017
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 Filed as: TRUIST INVESTMENT SERVICES INC Service code 55 · EIN 47-0826838 | Other Commissions | $21,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,907 | $64,119-9.7% | $112,228-48.4% | $66,914-13.5% |
| Participation rate | 95.3% | 68.5%+26.8pp | 75.1%+20.2pp | 69.8%+25.5pp |
| Annual return | -16.15% | -13.81%-2.3pp | 27.45%-43.6pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,038 | $3,005+1.1% | $3,635-16.4% | $2,544+19.4% |
| Participant deferral / active EE | $5,929 | $3,693+60.5% | $4,728+25.4% | $4,237+39.9% |
| Admin fee / account holder | $9 | $625-98.6% | $6,410-99.9% | $593-98.5% |