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.2 years Filed as: STERLING CAPITAL MANAGEMENT, LLC Service code 27 · EIN 42-1658828 4350 CONGRESS STREET, SUITE 1000 · CHARLOTTE, NC 28209 | Advisory (Plan) | $82,658 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 214 NORTH TRYON ST · CHARLOTTE, NC 28202 | Bank Trustee | $33,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,428 | $57,651+25.6% | $112,229-35.5% | $71,457+1.4% |
| Participation rate | 85.5% | 58.9%+26.6pp | 72.4%+13.1pp | 67.9%+17.6pp |
| Annual return | 14.89% | 18.32%-3.4pp | 30.20%-15.3pp | 28.85%-14.0pp |
| Employer contribution / active EE | $3,792 | $1,913+98.2% | $3,430+10.5% | $2,588+46.5% |
| Participant deferral / active EE | $0 | $2,863-100.0% | $4,798-100.0% | $4,289-100.0% |
| Admin fee / account holder | $257 | $1,581-83.7% | $7,748-96.7% | $1,587-83.8% |