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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $44,654 |
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 | $95,285 | $65,376+45.7% | $87,100+9.4% | $65,185+46.2% |
| Participation rate | 88.2% | 75.3%+12.9pp | 76.9%+11.4pp | 70.2%+18.0pp |
| Annual return | 25.57% | 31.27%-5.7pp | 28.19%-2.6pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,299 | $1,822-28.7% | $2,521-48.5% | $2,177-40.3% |
| Participant deferral / active EE | $4,774 | $3,388+40.9% | $4,049+17.9% | $3,514+35.9% |
| Admin fee / account holder | $290 | $520-44.2% | $7,497-96.1% | $847-65.8% |