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 9-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+ years Filed as: BRANCH BANKING & TRUST CO Service code 21 · EIN 56-1368984 | Bank Trustee | $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 | $20,848 | $57,103-63.5% | $87,507-76.2% | $57,658-63.8% |
| Participation rate | 100.0% | 64.3%+35.7pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 8.67% | 12.71%-4.0pp | 12.21%-3.5pp | 5.13%+3.5pp |
| Employer contribution / active EE | $2,500 | $1,107+125.8% | $2,550-1.9% | $1,974+26.7% |
| Participant deferral / active EE | $0 | $2,250-100.0% | $3,149-100.0% | $3,061-100.0% |
| Admin fee / account holder | $143 | $281-48.9% | $4,221-96.6% | $95+51.8% |