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.2+ years Filed as: BRANCH BANKING & TRUST CO Service code 21 · EIN 56-1368984 | Bank Trustee | $84,504 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,595 | $43,411-43.3% | $94,993-74.1% | $69,631-64.7% |
| Participation rate | 98.1% | 64.4%+33.6pp | 73.9%+24.2pp | 70.7%+27.4pp |
| Annual return | 11.23% | 22.54%-11.3pp | 27.12%-15.9pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $2,676 | $1,202+122.7% | $2,603+2.8% | $2,032+31.7% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,317-100.0% | $3,224-100.0% |
| Admin fee / account holder | $163 | $87+86.4% | $4,960-96.7% | $110+47.3% |