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.3 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $45,536 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,791 | $70,908+52.0% | $98,907+9.0% | $73,488+46.7% |
| Participation rate | 73.0% | 73.8%-0.7pp | 76.0%-3.0pp | 70.7%+2.4pp |
| Annual return | 21.17% | 34.17%-13.0pp | 196.43%-175.3pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,753 | $2,036-13.9% | $2,689-34.8% | $2,270-22.8% |
| Participant deferral / active EE | $3,969 | $3,500+13.4% | $4,244-6.5% | $3,740+6.1% |
| Admin fee / account holder | $330 | $535-38.3% | $6,642-95.0% | $513-35.7% |