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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $49,683 |
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 | $150,758 | $80,753+86.7% | $136,294+10.6% | $62,292+142.0% |
| Participation rate | 97.3% | 73.5%+23.8pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 16.53% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $4,271 | $2,884+48.1% | $4,695-9.0% | $2,042+109.2% |
| Participant deferral / active EE | $6,869 | $5,164+33.0% | $6,247+9.9% | $3,169+116.7% |
| Admin fee / account holder | $205 | $525-60.9% | $9,243-97.8% | $479-57.2% |