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.4 years Filed as: TRUIST INVESTMENT SERVICES INC Service code 55 · EIN 47-0826838 | Other Commissions | $27,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,882 | $80,724-17.1% | $103,333-35.3% | $74,495-10.2% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.7pp | 67.2%+30.0pp |
| Annual return | 15.97% | 27.56%-11.6pp | 24.88%-8.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $3,286 | $3,157+4.1% | $3,868-15.1% | $2,623+25.3% |
| Participant deferral / active EE | $5,819 | $3,860+50.7% | $5,057+15.1% | $4,346+33.9% |
| Admin fee / account holder | $8 | $2,368-99.7% | $8,355-99.9% | $1,942-99.6% |