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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $62,724 | $64,909-3.4% | $82,313-23.8% | $62,292+0.7% |
| Participation rate | 26.9% | 74.9%-48.0pp | 76.9%-50.0pp | 69.5%-42.6pp |
| Annual return | 16.84% | 21.18%-4.3pp | 25.88%-9.0pp | 28.90%-12.1pp |
| Employer contribution / active EE | $565 | $1,676-66.3% | $2,428-76.7% | $2,042-72.3% |
| Participant deferral / active EE | $997 | $3,103-67.9% | $3,706-73.1% | $3,169-68.5% |
| Admin fee / account holder | $14 | $440-96.7% | $5,608-99.7% | $479-97.0% |