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.1 year Filed as: BRANCH BANKING AND TRUST Service code 64 · EIN 56-1368984 | Recordkeeping Fees | $18,634 |
Filed as: VAWTER, GAMMON, NORRIS,& COMPANY PC Service code 10 · EIN 62-0898119 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,183 | $44,873+156.7% | $79,464+44.9% | $56,287+104.6% |
| Participation rate | 62.4% | 68.7%-6.3pp | 73.3%-11.0pp | 69.9%-7.5pp |
| Annual return | 10.36% | 0.81%+9.5pp | 718.14%-707.8pp | -9.96%+20.3pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,911 | $2,746-30.4% | $3,704-48.4% | $3,350-42.9% |
| Admin fee / account holder | $238 | $418-43.1% | $5,113-95.3% | $521-54.3% |