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.5+ years Service code 21 · EIN 59-0385440 200 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Bank Trustee | $119,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,232 | $54,045+24.4% | $115,157-41.6% | $65,185+3.1% |
| Participation rate | 66.7% | 63.5%+3.1pp | 75.9%-9.2pp | 70.2%-3.5pp |
| Annual return | 19.12% | 26.55%-7.4pp | 35.60%-16.5pp | 29.38%-10.3pp |
| Employer contribution / active EE | $4,287 | $1,653+159.3% | $3,179+34.9% | $2,177+96.9% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,168-100.0% | $3,514-100.0% |
| Admin fee / account holder | $248 | $626-60.4% | $7,088-96.5% | $847-70.7% |