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 | $1,000 |
SUNTRUST BANKS, INC.6 years Filed as: THE STERLING GROUP, LLC Service code 27 2718 20TH STREET SOUTH · HOMEWOOD, AL 35209 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,518 | $60,776+101.6% | $85,682+43.0% | $79,386+54.3% |
| Participation rate | 79.2% | 62.1%+17.1pp | 69.9%+9.4pp | 70.7%+8.5pp |
| Annual return | 13.56% | 16.57%-3.0pp | 21.49%-7.9pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,709 | $1,663+62.9% | $2,618+3.5% | $2,427+11.6% |
| Participant deferral / active EE | $5,010 | $2,919+71.6% | $3,923+27.7% | $4,046+23.8% |
| Admin fee / account holder | $7 | $438-98.5% | $6,873-99.9% | $626-98.9% |