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 | $40,398 |
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 | $73,833 | $59,186+24.7% | $76,768-3.8% | $56,287+31.2% |
| Participation rate | 82.0% | 75.2%+6.8pp | 77.0%+5.0pp | 69.9%+12.1pp |
| Annual return | -7.96% | 6.62%-14.6pp | 2.43%-10.4pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,028 | $1,759-41.5% | $2,485-58.6% | $2,111-51.3% |
| Participant deferral / active EE | $3,659 | $3,255+12.4% | $3,852-5.0% | $3,350+9.2% |
| Admin fee / account holder | $261 | $489-46.7% | $6,675-96.1% | $521-50.0% |