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 8-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 Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $94,681 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $89,039 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,115 | $122,186-63.9% | $146,958-70.0% | $199,593-77.9% |
| Participation rate | 90.1% | 78.3%+11.8pp | 82.2%+7.9pp | 72.0%+18.1pp |
| Annual return | 15.90% | 30.56%-14.7pp | 418.34%-402.4pp | 34.25%-18.4pp |
| Employer contribution / active EE | $814 | $4,093-80.1% | $4,933-83.5% | $3,034-73.2% |
| Participant deferral / active EE | $5,979 | $8,502-29.7% | $8,070-25.9% | $5,087+17.5% |
| Admin fee / account holder | $137 | $179-23.6% | $12,998-98.9% | $269-49.2% |