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.1 year Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $42,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,085 | $63,156-6.4% | $122,332-51.7% | $62,292-5.1% |
| Participation rate | 74.6% | 60.0%+14.6pp | 71.6%+2.9pp | 69.5%+5.1pp |
| Annual return | 21.06% | 20.61%+0.4pp | 30.27%-9.2pp | 28.90%-7.8pp |
| Employer contribution / active EE | $1,135 | $1,385-18.0% | $4,050-72.0% | $2,042-44.4% |
| Participant deferral / active EE | $3,472 | $2,321+49.6% | $3,287+5.6% | $3,169+9.6% |
| Admin fee / account holder | $330 | $440-25.0% | $5,478-94.0% | $479-31.2% |