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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $36,536 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,451 | $69,362+17.4% | $101,248-19.6% | $73,488+10.8% |
| Participation rate | 62.4% | 68.4%-6.0pp | 75.8%-13.4pp | 70.7%-8.3pp |
| Annual return | 16.92% | 18.46%-1.5pp | 46.47%-29.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $511 | $2,628-80.6% | $3,660-86.0% | $2,270-77.5% |
| Participant deferral / active EE | $2,890 | $3,300-12.4% | $4,370-33.9% | $3,740-22.7% |
| Admin fee / account holder | $302 | $704-57.1% | $5,945-94.9% | $513-41.1% |