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: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $18,712 |
Service code 10 · EIN 62-0898119 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,313 | $51,620+123.4% | $90,281+27.7% | $65,185+76.9% |
| Participation rate | 33.0% | 68.6%-35.6pp | 73.3%-40.3pp | 70.2%-37.2pp |
| Annual return | 5.70% | 24.94%-19.2pp | 78.10%-72.4pp | 29.38%-23.7pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,146 | $2,871-60.1% | $3,885-70.5% | $3,514-67.4% |
| Admin fee / account holder | $230 | $384-40.1% | $5,351-95.7% | $847-72.8% |