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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 Filed as: TRUIST INVESTMENT SERVICES INC Service code 26 303 PEACHTREE CENTER AVE NE · ATLANTA, GA 303033512 | Advisory (Participants) | $24,104 |
STONES RIVER CONSULTING3 years Filed as: STONES RIVER CONSULTING, INC. Service code 73 · EIN 45-3783933 2441 Q OLD FORT PARKWAY · MURFREESBORO, TN 371284162 | Other insurance fees and expenses | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,224 | $46,464-71.5% | $150,298-91.2% | $79,634-83.4% |
| Participation rate | 46.9% | 57.0%-10.0pp | 77.8%-30.8pp | 62.5%-15.5pp |
| Annual return | 16.28% | 27.89%-11.6pp | 62.79%-46.5pp | 36.46%-20.2pp |
| Employer contribution / active EE | $952 | $1,512-37.0% | $4,154-77.1% | $2,529-62.4% |
| Participant deferral / active EE | $1,257 | $2,157-41.7% | $5,453-76.9% | $3,835-67.2% |
| Admin fee / account holder | $168 | $891-81.1% | $14,116-98.8% | $1,002-83.2% |