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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $36,792 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,743 | $73,638-55.5% | $95,952-65.9% | $73,488-55.4% |
| Participation rate | 89.9% | 76.2%+13.8pp | 77.1%+12.8pp | 70.7%+19.2pp |
| Annual return | 13.02% | 16.78%-3.8pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $145 | $1,863-92.2% | $2,541-94.3% | $2,270-93.6% |
| Participant deferral / active EE | $1,953 | $3,617-46.0% | $4,167-53.1% | $3,740-47.8% |
| Admin fee / account holder | $156 | $482-67.7% | $6,795-97.7% | $513-69.6% |