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 Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $107,019 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,399 | $105,190-75.9% | $98,907-74.3% | $90,288-71.9% |
| Participation rate | 94.3% | 86.4%+7.9pp | 76.0%+18.3pp | 73.4%+20.9pp |
| Annual return | 17.04% | 18.52%-1.5pp | 196.43%-179.4pp | 53.97%-36.9pp |
| Employer contribution / active EE | $1,812 | $3,831-52.7% | $2,689-32.6% | $2,524-28.2% |
| Participant deferral / active EE | $2,193 | $5,616-61.0% | $4,244-48.3% | $4,232-48.2% |
| Admin fee / account holder | $81 | $97-16.7% | $6,642-98.8% | $114-28.9% |