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 Service code 21 · EIN 58-1575035 303 PEACHTREE STREET · ATLANTA, GA 30308 | Bank Trustee | $9,323 |
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 | $46,580 | $46,360+0.5% | $147,614-68.4% | $52,331-11.0% |
| Participation rate | 86.0% | 64.9%+21.0pp | 84.6%+1.4pp | 68.1%+17.9pp |
| Annual return | -0.15% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $4,938 | $2,126+132.2% | $5,564-11.3% | $1,882+162.4% |
| Participant deferral / active EE | $2,498 | $2,258+10.7% | $4,895-49.0% | $3,022-17.3% |
| Admin fee / account holder | $37 | $766-95.1% | $11,611-99.7% | $592-93.7% |