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.3+ years Filed as: BRANCH BANKING AND TRUST Service code 16 · EIN 56-1368984 | Consulting | $28,772 |
Service code 10 · EIN 72-1396621 | Accounting | $11,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,342 | $100,041-16.7% | $149,718-44.3% | $70,131+18.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.73% | 27.43%-12.7pp | 1501.63%-1486.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,168 | $3,662-40.8% | $5,445-60.2% | $2,342-7.4% |
| Participant deferral / active EE | $5,322 | $4,983+6.8% | $6,569-19.0% | $3,332+59.7% |
| Admin fee / account holder | $308 | $8,286-96.3% | $11,283-97.3% | $4,645-93.4% |