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.3+ years Service code 21 · EIN 59-0385440 200 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Bank Trustee | $117,017 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,327 | $54,368+11.0% | $117,039-48.5% | $62,292-3.2% |
| Participation rate | 97.1% | 64.9%+32.2pp | 77.2%+19.9pp | 69.5%+27.6pp |
| Annual return | 14.92% | 21.77%-6.9pp | 18.95%-4.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,423 | $1,692+43.2% | $3,785-36.0% | $2,042+18.6% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $232 | $493-53.0% | $5,974-96.1% | $479-51.7% |