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 | $84,129 |
BKD, LLP2 years Filed as: DIXON HUGHS GOODMAN, LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $4,000 |
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 | $50,359 | $78,419-35.8% | $133,956-62.4% | $73,409-31.4% |
| Participation rate | 91.6% | 78.6%+13.0pp | 79.8%+11.8pp | 72.2%+19.4pp |
| Annual return | 14.22% | 33.35%-19.1pp | 45.09%-30.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,340 | $2,044-34.4% | $3,919-65.8% | $2,234-40.0% |
| Participant deferral / active EE | $2,668 | $3,925-32.0% | $5,048-47.2% | $3,805-29.9% |
| Admin fee / account holder | $127 | $161-21.3% | $8,927-98.6% | $158-19.6% |