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 | $5,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $13,906 | $41,467-66.5% | $67,313-79.3% | $55,725-75.0% |
| Participation rate | 64.2% | 62.5%+1.6pp | 69.1%-4.9pp | 70.9%-6.7pp |
| Annual return | -5.38% | 0.82%-6.2pp | -4.08%-1.3pp | 244.93%-250.3pp |
| Employer contribution / active EE | $488 | $1,316-62.9% | $2,566-81.0% | $2,078-76.5% |
| Participant deferral / active EE | $1,654 | $2,399-31.1% | $3,568-53.7% | $3,356-50.7% |
| Admin fee / account holder | $12 | $102-87.9% | $4,507-99.7% | $115-89.3% |