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 4-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 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,224 | $50,982-74.1% | $154,803-91.5% | $85,563-84.5% |
| Participation rate | 46.9% | 59.8%-12.8pp | 78.1%-31.1pp | 66.0%-19.0pp |
| Annual return | 16.28% | 30.35%-14.1pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $952 | $1,708-44.3% | $4,305-77.9% | $2,654-64.1% |
| Participant deferral / active EE | $1,257 | $2,474-49.2% | $5,540-77.3% | $4,375-71.3% |
| Admin fee / account holder | $168 | $846-80.1% | $14,329-98.8% | $834-79.8% |