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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $90,495 |
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 | $26,343 | $29,516-10.7% | $77,482-66.0% | $90,288-70.8% |
| Participation rate | 61.7% | 33.7%+28.0pp | 54.2%+7.5pp | 73.4%-11.7pp |
| Annual return | 37.44% | 231.18%-193.7pp | 54.79%-17.3pp | 53.97%-16.5pp |
| Employer contribution / active EE | $117 | $381-69.2% | $986-88.1% | $2,524-95.3% |
| Participant deferral / active EE | $1,339 | $944+41.9% | $1,861-28.0% | $4,232-68.4% |
| Admin fee / account holder | $122 | $106+14.9% | $2,858-95.7% | $114+6.7% |