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 | $7,017 |
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 | $44,390 | $71,666-38.1% | $117,854-62.3% | $69,631-36.3% |
| Participation rate | 97.0% | 77.5%+19.5pp | 79.7%+17.3pp | 70.7%+26.3pp |
| Annual return | 15.02% | 18.86%-3.8pp | 335.08%-320.1pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,574 | $1,889-16.7% | $3,786-58.4% | $2,032-22.6% |
| Participant deferral / active EE | $2,521 | $3,340-24.5% | $4,482-43.7% | $3,224-21.8% |
| Admin fee / account holder | $12 | $120-90.0% | $8,020-99.9% | $110-89.2% |