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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $35,222 |
CHERRY BEKAERT LLP5+ years Filed as: CHERRY, BEKAERT LLP Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $10,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,626 | $63,114+16.7% | $92,893-20.7% | $65,185+13.0% |
| Participation rate | 61.5% | 68.8%-7.3pp | 76.0%-14.5pp | 70.2%-8.7pp |
| Annual return | 20.46% | 28.75%-8.3pp | 109.41%-89.0pp | 29.38%-8.9pp |
| Employer contribution / active EE | $472 | $2,571-81.6% | $3,653-87.1% | $2,177-78.3% |
| Participant deferral / active EE | $2,658 | $3,108-14.5% | $4,236-37.3% | $3,514-24.4% |
| Admin fee / account holder | $395 | $624-36.6% | $5,794-93.2% | $847-53.3% |