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 6-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 year Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $8,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,571 | $43,133-82.4% | $89,391-91.5% | $73,488-89.7% |
| Participation rate | 18.6% | 55.0%-36.3pp | 68.0%-49.3pp | 70.7%-52.0pp |
| Annual return | 13.31% | 135.66%-122.4pp | 245.62%-232.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $295 | $1,438-79.5% | $2,586-88.6% | $2,270-87.0% |
| Participant deferral / active EE | $326 | $2,445-86.7% | $3,890-91.6% | $3,740-91.3% |
| Admin fee / account holder | $276 | $444-37.7% | $4,881-94.3% | $513-46.1% |