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 9-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 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $15,192 |
Annual investment return 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 | $58,495 | $60,165-2.8% | $74,183-21.1% | $55,167+6.0% |
| Participation rate | 99.3% | 74.2%+25.1pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | -1.31% | 10.00%-11.3pp | 17.74%-19.0pp | 169.23%-170.5pp |
| Employer contribution / active EE | $1,275 | $1,600-20.3% | $2,370-46.2% | $1,963-35.0% |
| Participant deferral / active EE | $2,989 | $2,973+0.6% | $3,550-15.8% | $3,054-2.1% |
| Admin fee / account holder | $87 | $419-79.2% | $5,586-98.4% | $504-82.7% |