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 Filed as: BRANCH BANKING AND TRUST Service code 16 · EIN 56-1368984 | Consulting | $25,879 |
CARR, RIGGS & INGRAM, LLC2 years Service code 10 · EIN 72-1396621 | Accounting | $11,067 |
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 | $79,872 | $94,529-15.5% | $140,016-43.0% | $64,186+24.4% |
| Participation rate | 97.2% | 84.1%+13.1pp | 87.5%+9.7pp | 69.6%+27.6pp |
| Annual return | -3.84% | 7.77%-11.6pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,242 | $3,812-41.2% | $5,606-60.0% | $2,381-5.8% |
| Participant deferral / active EE | $5,858 | $5,250+11.6% | $6,927-15.4% | $3,470+68.8% |
| Admin fee / account holder | $289 | $6,741-95.7% | $10,705-97.3% | $4,888-94.1% |