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 | $7,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,875 | $31,424-71.8% | $81,478-89.1% | $69,631-87.3% |
| Participation rate | 59.8% | 50.8%+9.0pp | 68.0%-8.1pp | 70.7%-10.9pp |
| Annual return | 18.08% | 22.44%-4.4pp | 38.78%-20.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $230 | $1,029-77.7% | $2,568-91.0% | $2,032-88.7% |
| Participant deferral / active EE | $480 | $1,838-73.9% | $3,537-86.4% | $3,224-85.1% |
| Admin fee / account holder | $29 | $103-71.3% | $4,561-99.4% | $110-73.4% |