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.1+ years Filed as: BRANCH BANKING & TRUST CO Service code 21 · EIN 56-1368984 | Bank Trustee | $28,469 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERV. INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $15,095 |
MATTHEWS BENEFIT GROUP, INC.1+ years Service code 15 · EIN 59-3056586 701 94TH AVENUE NORTH · ST PETERSBURG, FL 33702 | Recordkeeping | $7,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,132 | $37,117-59.2% | $147,614-89.7% | $55,191-72.6% |
| Participation rate | 99.6% | 63.6%+36.0pp | 84.6%+15.0pp | 69.2%+30.5pp |
| Annual return | -2.17% | 3.44%-5.6pp | 61.98%-64.1pp | 10.78%-12.9pp |
| Employer contribution / active EE | $2,202 | $1,620+35.9% | $5,564-60.4% | $1,899+16.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $148 | $86+73.1% | $11,611-98.7% | $91+63.2% |