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.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $41,800 |
CHERRY BEKAERT LLP4+ years Filed as: CHERRY, BEKAERT LLP Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $10,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,716 | $55,449+13.1% | $83,848-25.2% | $56,287+11.4% |
| Participation rate | 57.3% | 68.0%-10.7pp | 76.1%-18.8pp | 69.9%-12.5pp |
| Annual return | -3.71% | -1.38%-2.3pp | 850.88%-854.6pp | -9.96%+6.3pp |
| Employer contribution / active EE | $524 | $2,430-78.4% | $3,631-85.6% | $2,111-75.2% |
| Participant deferral / active EE | $2,320 | $2,935-21.0% | $4,082-43.2% | $3,350-30.7% |
| Admin fee / account holder | $472 | $656-28.1% | $5,478-91.4% | $521-9.5% |