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.2 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $16,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,649 | $52,293-60.5% | $178,490-88.4% | $73,409-71.9% |
| Participation rate | 52.2% | 65.3%-13.1pp | 81.9%-29.7pp | 72.2%-19.9pp |
| Annual return | 14.12% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,266 | $1,735-27.1% | $5,011-74.7% | $2,234-43.3% |
| Participant deferral / active EE | $1,758 | $2,332-24.6% | $5,202-66.2% | $3,805-53.8% |
| Admin fee / account holder | $97 | $127-24.2% | $13,984-99.3% | $158-38.9% |