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 Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $11,768 |
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 | $128,141 | $75,183+70.4% | $123,892+3.4% | $55,167+132.3% |
| Participation rate | 96.2% | 72.8%+23.4pp | 81.4%+14.8pp | 69.0%+27.2pp |
| Annual return | 17.55% | 19.01%-1.5pp | 47.52%-30.0pp | 169.23%-151.7pp |
| Employer contribution / active EE | $4,162 | $2,823+47.4% | $4,617-9.8% | $1,963+112.1% |
| Participant deferral / active EE | $6,524 | $5,084+28.3% | $5,984+9.0% | $3,054+113.6% |
| Admin fee / account holder | $48 | $663-92.7% | $8,357-99.4% | $504-90.4% |