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.2 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $51,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,082 | $44,221+1.9% | $121,196-62.8% | $56,287-19.9% |
| Participation rate | 58.9% | 61.1%-2.2pp | 71.7%-12.9pp | 69.9%-11.0pp |
| Annual return | -6.13% | -3.58%-2.6pp | 16.93%-23.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $800 | $1,480-45.9% | $4,022-80.1% | $2,111-62.1% |
| Participant deferral / active EE | $2,442 | $2,521-3.2% | $3,344-27.0% | $3,350-27.1% |
| Admin fee / account holder | $306 | $480-36.2% | $5,019-93.9% | $521-41.2% |