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 | $975 |
SUNTRUST BANKS, INC.7 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 | $87,954 | $63,442+38.6% | $68,791+27.9% | $66,914+31.4% |
| Participation rate | 91.9% | 60.0%+31.9pp | 69.0%+22.9pp | 69.8%+22.1pp |
| Annual return | -12.71% | -8.29%-4.4pp | -6.38%-6.3pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,870 | $1,775+61.7% | $2,655+8.1% | $2,544+12.8% |
| Participant deferral / active EE | $5,369 | $2,945+82.3% | $3,941+36.2% | $4,237+26.7% |
| Admin fee / account holder | $5 | $577-99.1% | $4,932-99.9% | $593-99.1% |