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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
SUNTRUST BANKS, INC.5 years Filed as: THE STERLING GROUP, LLC Service code 27 2718 20TH STREET SOUTH · HOMEWOOD, AL 35209 | Advisory (Plan) | $0 |
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 | $113,869 | $55,636+104.7% | $81,983+38.9% | $73,488+54.9% |
| Participation rate | 75.2% | 62.3%+12.9pp | 69.2%+5.9pp | 70.7%+4.5pp |
| Annual return | 15.59% | 19.07%-3.5pp | 41.31%-25.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,544 | $1,625+56.6% | $2,498+1.8% | $2,270+12.1% |
| Participant deferral / active EE | $4,532 | $2,762+64.1% | $3,722+21.8% | $3,740+21.2% |
| Admin fee / account holder | $6 | $493-98.7% | $5,664-99.9% | $513-98.8% |