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 BANK, N.A.1+ years Service code 21 · EIN 59-0385440 200 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Bank Trustee | $114,066 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,793 | $213,916-76.3% | $85,969-40.9% | - |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | - |
| Annual return | -2.15% | -1.48%-0.7pp | 9.32%-11.5pp | - |
| Employer contribution / active EE | $2,455 | $2,292+7.1% | $3,474-29.4% | - |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,829-100.0% | - |
| Admin fee / account holder | $217 | $4,647-95.3% | $6,053-96.4% | - |