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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $46,371 |
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 | $104,429 | $73,638+41.8% | $95,952+8.8% | $73,488+42.1% |
| Participation rate | 79.8% | 76.2%+3.6pp | 77.1%+2.7pp | 70.7%+9.1pp |
| Annual return | 13.98% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,088 | $1,863-41.6% | $2,541-57.2% | $2,270-52.1% |
| Participant deferral / active EE | $3,926 | $3,617+8.5% | $4,167-5.8% | $3,740+5.0% |
| Admin fee / account holder | $278 | $482-42.4% | $6,795-95.9% | $513-45.9% |