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 | $52,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,822 | $64,286-31.8% | $90,951-51.8% | $73,409-40.3% |
| Participation rate | 31.9% | 63.6%-31.7pp | 69.0%-37.1pp | 72.2%-40.2pp |
| Annual return | 13.42% | 21.45%-8.0pp | 134.60%-121.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $194 | $895-78.3% | $2,122-90.9% | $2,234-91.3% |
| Participant deferral / active EE | $1,752 | $2,453-28.6% | $3,373-48.0% | $3,805-53.9% |
| Admin fee / account holder | $143 | $287-50.3% | $5,959-97.6% | $158-9.6% |