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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $25,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,666 | $65,376-25.6% | $87,100-44.1% | $65,185-25.3% |
| Participation rate | 50.0% | 75.3%-25.3pp | 76.9%-26.9pp | 70.2%-20.2pp |
| Annual return | 19.98% | 31.27%-11.3pp | 28.19%-8.2pp | 29.38%-9.4pp |
| Employer contribution / active EE | $324 | $1,822-82.2% | $2,521-87.2% | $2,177-85.1% |
| Participant deferral / active EE | $1,846 | $3,388-45.5% | $4,049-54.4% | $3,514-47.5% |
| Admin fee / account holder | $90 | $520-82.6% | $7,497-98.8% | $847-89.3% |