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 | $32,903 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $21,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,464 | $136,307-43.9% | $177,821-57.0% | $73,488+4.0% |
| Participation rate | 82.1% | 86.1%-4.1pp | 87.7%-5.7pp | 70.7%+11.4pp |
| Annual return | 10.47% | 18.68%-8.2pp | 48.32%-37.8pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,947 | $3,712-47.5% | $5,918-67.1% | $2,270-14.2% |
| Participant deferral / active EE | $3,480 | $5,829-40.3% | $7,714-54.9% | $3,740-6.9% |
| Admin fee / account holder | $374 | $596-37.2% | $12,427-97.0% | $513-27.1% |