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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $69,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,019 | $25,302-1.1% | $74,701-66.5% | $67,579-63.0% |
| Participation rate | 41.0% | 37.8%+3.2pp | 54.5%-13.5pp | 71.3%-30.3pp |
| Annual return | 24.99% | 10291.17%-10266.2pp | 752.92%-727.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $387 | $446-13.2% | $1,084-64.3% | $2,148-82.0% |
| Participant deferral / active EE | $1,110 | $954+16.4% | $1,964-43.5% | $3,539-68.6% |
| Admin fee / account holder | $115 | $108+6.7% | $3,333-96.6% | $142-19.3% |