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: STERLING CAPITAL MANAGEMENT Service code 27 · EIN 42-1658828 4350 CONGRS STR, STE 1000 · CHARLOTTE, NC 28209 | Advisory (Plan) | $63,400 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 214 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Bank Trustee | $35,864 |
Annual investment return 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 | $77,975 | $62,327+25.1% | $120,354-35.2% | $74,495+4.7% |
| Participation rate | 95.3% | 56.8%+38.5pp | 71.9%+23.4pp | 67.2%+28.1pp |
| Annual return | 9.56% | 18.61%-9.0pp | 107.15%-97.6pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $4,027 | $1,843+118.5% | $3,463+16.3% | $2,623+53.5% |
| Participant deferral / active EE | $0 | $2,893-100.0% | $4,991-100.0% | $4,346-100.0% |
| Admin fee / account holder | $226 | $2,396-90.6% | $9,423-97.6% | $1,942-88.4% |