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 Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $144,636 |
Filed as: BB&T INSTITUTIONAL ADVISORS, INC. Service code 26 · EIN 57-0956597 | Advisory (Participants) | $22,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,998 | $96,403-77.2% | $93,606-76.5% | $77,787-71.7% |
| Participation rate | 84.4% | 87.6%-3.3pp | 75.8%+8.5pp | 73.2%+11.2pp |
| Annual return | 20.33% | 39.36%-19.0pp | 32.76%-12.4pp | 32.57%-12.2pp |
| Employer contribution / active EE | $1,479 | $3,616-59.1% | $2,718-45.6% | $2,504-40.9% |
| Participant deferral / active EE | $1,764 | $5,341-67.0% | $4,069-56.7% | $3,967-55.5% |
| Admin fee / account holder | $109 | $90+21.6% | $7,888-98.6% | $100+8.8% |