See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,029 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $13,743 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,820 | $64,119-58.2% | $112,228-76.1% | $66,914-59.9% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.1%+17.5pp | 69.8%+22.8pp |
| Annual return | -18.00% | -13.81%-4.2pp | 27.45%-45.5pp | 1.58%-19.6pp |
| Employer contribution / active EE | $5,182 | $3,005+72.4% | $3,635+42.6% | $2,544+103.7% |
| Participant deferral / active EE | $3,554 | $3,693-3.8% | $4,728-24.8% | $4,237-16.1% |
| Admin fee / account holder | $280 | $625-55.1% | $6,410-95.6% | $593-52.7% |