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 | $81,851 |
BKD, LLP1 year Filed as: DIXON HUGHS GOODMAN, LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $10,500 |
Annual investment return 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 | $44,408 | $69,159-35.8% | $125,175-64.5% | $67,579-34.3% |
| Participation rate | 96.6% | 78.2%+18.4pp | 79.8%+16.8pp | 71.3%+25.3pp |
| Annual return | 18.64% | 27.12%-8.5pp | 43.79%-25.2pp | 378.56%-359.9pp |
| Employer contribution / active EE | $1,831 | $2,023-9.5% | $3,865-52.6% | $2,148-14.8% |
| Participant deferral / active EE | $2,624 | $3,700-29.1% | $4,937-46.9% | $3,539-25.9% |
| Admin fee / account holder | $136 | $142-3.9% | $9,702-98.6% | $142-4.3% |