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.2 years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 15 · EIN 56-1368984 | Recordkeeping | $15,459 |
FMW, P.C.1 year Service code 10 · EIN 76-0154479 | Accounting | $11,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $93,404 | $91,552+2.0% | $133,956-30.3% | $79,858+17.0% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.0pp |
| Annual return | 3.05% | 61.85%-58.8pp | 45.09%-42.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $251 | $6,321-96.0% | $8,927-97.2% | $5,306-95.3% |