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.1 year Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 214 NORTH TRYON ST · CHARLOTTE, NC 28202 | Bank Trustee | $137,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,990 | $65,862+21.5% | $124,672-35.8% | $79,386+0.8% |
| Participation rate | 77.0% | 62.2%+14.8pp | 74.6%+2.4pp | 70.7%+6.3pp |
| Annual return | 11.63% | 19.02%-7.4pp | 5142.93%-5131.3pp | 116.85%-105.2pp |
| Employer contribution / active EE | $3,370 | $1,883+78.9% | $3,324+1.4% | $2,427+38.8% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,614-100.0% | $4,046-100.0% |
| Admin fee / account holder | $283 | $673-58.0% | $7,493-96.2% | $626-54.9% |