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 | $106,441 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST ADVISORY SERVICES INC Service code 99 · EIN 37-1808847 | Other Fees | $59,958 |
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 | $45,525 | $53,165-14.4% | $86,188-47.2% | $74,419-38.8% |
| Participation rate | 92.3% | 64.9%+27.4pp | 69.0%+23.3pp | 70.7%+21.6pp |
| Annual return | 25.83% | 22.64%+3.2pp | 1168.45%-1142.6pp | 34.38%-8.6pp |
| Employer contribution / active EE | $1,616 | $1,210+33.5% | $2,380-32.1% | $2,637-38.7% |
| Participant deferral / active EE | $3,635 | $3,234+12.4% | $3,985-8.8% | $4,528-19.7% |
| Admin fee / account holder | $143 | $551-74.1% | $6,852-97.9% | $348-58.9% |