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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $40,366 |
Filed as: BROAD STREET CAPITAL ADVISORS LLC Service code 16 1550 TIMOTHY RD STE 102 · ATHENS, GA 30606 | Consulting | $32,804 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,873 | $80,005-72.7% | $140,016-84.4% | $55,725-60.7% |
| Participation rate | 93.1% | 87.0%+6.2pp | 87.5%+5.6pp | 70.9%+22.3pp |
| Annual return | -5.40% | 0.46%-5.9pp | 651.12%-656.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,148 | $3,403-36.9% | $5,606-61.7% | $2,078+3.4% |
| Participant deferral / active EE | $2,519 | $5,264-52.1% | $6,927-63.6% | $3,356-24.9% |
| Admin fee / account holder | $166 | $116+43.4% | $10,705-98.5% | $115+44.0% |