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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $37,066 |
THOMAS BEAL3+ years Filed as: THOMAS, ZURCHER & WHITE, P.A. Service code 10 1302 ORANGE AVENUE · WINTER PARK, FL 327894912 | Accounting | $4,366 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $116,252 | $55,453+109.6% | $170,442-31.8% | $62,292+86.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.86% | 21.38%-5.5pp | 205.93%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $6,106 | $2,164+182.2% | $5,433+12.4% | $2,042+199.0% |
| Participant deferral / active EE | $3,706 | $2,303+60.9% | $4,939-25.0% | $3,169+16.9% |
| Admin fee / account holder | $152 | $455-66.6% | $13,880-98.9% | $479-68.3% |