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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $4,315 |
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 | $37,552 | $107,378-65.0% | $108,579-65.4% | $57,658-34.9% |
| Participation rate | 94.6% | 77.1%+17.5pp | 79.6%+15.0pp | 70.2%+24.4pp |
| Annual return | 7.78% | 12.80%-5.0pp | -51.70%+59.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,754 | $1,782-1.5% | $3,758-53.3% | $1,974-11.1% |
| Participant deferral / active EE | $2,299 | $3,221-28.6% | $4,311-46.7% | $3,061-24.9% |
| Admin fee / account holder | $7 | $108-93.2% | $7,645-99.9% | $95-92.2% |