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 8-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $96,924 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES INC Service code 99 · EIN 37-1808847 | Other Fees | $46,376 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,446 | $42,353-16.3% | $79,550-55.4% | $64,808-45.3% |
| Participation rate | 83.2% | 64.8%+18.4pp | 69.5%+13.7pp | 71.5%+11.7pp |
| Annual return | -15.05% | -12.24%-2.8pp | 0.16%-15.2pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,190 | $1,181+0.8% | $2,413-50.7% | $2,506-52.5% |
| Participant deferral / active EE | $2,905 | $3,170-8.4% | $3,985-27.1% | $4,310-32.6% |
| Admin fee / account holder | $134 | $160-15.9% | $6,832-98.0% | $188-28.5% |