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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $22,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $152,062 | $94,833+60.3% | $75,696+100.9% | $86,799+75.2% |
| Participation rate | 24.0% | 79.1%-55.1pp | 74.8%-50.9pp | 72.3%-48.3pp |
| Annual return | 29.36% | 16.91%+12.4pp | 104.53%-75.2pp | 97.91%-68.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $810 | $3,632-77.7% | $3,821-78.8% | $4,131-80.4% |
| Admin fee / account holder | $201 | $109+85.3% | $3,619-94.4% | $170+18.7% |