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.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $18,856 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $19,391 | $75,760-74.4% | $123,104-84.2% | $59,188-67.2% |
| Participation rate | 71.5% | 86.0%-14.5pp | 86.8%-15.2pp | 69.4%+2.1pp |
| Annual return | 0.27% | 2.93%-2.7pp | 13.22%-12.9pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,205 | $3,415-64.7% | $5,151-76.6% | $2,098-42.5% |
| Participant deferral / active EE | $1,738 | $5,000-65.2% | $6,230-72.1% | $3,265-46.8% |
| Admin fee / account holder | $8 | $61-86.3% | $9,015-99.9% | $92-90.9% |