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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Filed as: FIRST MERCANTILE TRUST Service code 13 · EIN 62-0951563 | Contract Administrator | $10,341 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST INVESTMENT SERVICES, INC. Service code 16 303 PEACHTREE ST PLAZA · ATLANTA, GA 30308 | Consulting | $7,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $37,055 | $57,065-35.1% | $75,670-51.0% | $70,131-47.2% |
| Participation rate | 50.0% | 68.1%-18.1pp | 72.3%-22.3pp | 69.5%-19.5pp |
| Annual return | 14.86% | 23.57%-8.7pp | 27.34%-12.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $412 | $2,580-84.0% | $3,142-86.9% | $3,332-87.6% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |