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 | $53,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,656 | $53,901+5.1% | $134,143-57.8% | $73,488-22.9% |
| Participation rate | 56.7% | 62.8%-6.1pp | 72.2%-15.5pp | 70.7%-14.0pp |
| Annual return | 14.82% | 15.82%-1.0pp | 36.33%-21.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,005 | $1,458-31.1% | $3,704-72.9% | $2,270-55.7% |
| Participant deferral / active EE | $3,140 | $2,739+14.7% | $3,499-10.2% | $3,740-16.0% |
| Admin fee / account holder | $256 | $581-55.9% | $6,684-96.2% | $513-50.1% |