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.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $847 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,650 | $54,320+9.8% | $67,652-11.8% | $52,331+14.0% |
| Participation rate | 79.0% | 73.6%+5.4pp | 75.7%+3.4pp | 68.1%+10.9pp |
| Annual return | -2.00% | 6.81%-8.8pp | 6625.04%-6627.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $962 | $1,544-37.7% | $2,266-57.5% | $1,882-48.9% |
| Participant deferral / active EE | $3,454 | $2,950+17.1% | $3,560-3.0% | $3,022+14.3% |
| Admin fee / account holder | $6 | $527-98.9% | $4,821-99.9% | $592-99.0% |