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 | $47,082 |
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 | $31,469 | $51,288-38.6% | $81,983-61.6% | $73,409-57.1% |
| Participation rate | 55.3% | 64.0%-8.7pp | 69.2%-14.0pp | 72.2%-16.9pp |
| Annual return | 12.94% | 29.48%-16.5pp | 41.31%-28.4pp | 59.29%-46.3pp |
| Employer contribution / active EE | $628 | $1,487-57.8% | $2,498-74.9% | $2,234-71.9% |
| Participant deferral / active EE | $1,950 | $2,715-28.2% | $3,722-47.6% | $3,805-48.8% |
| Admin fee / account holder | $195 | $125+55.9% | $5,664-96.6% | $158+23.7% |