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 99 · EIN 71-0294708 | Other Fees | $124,113 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST ADVISORY SERVICES INC Service code 99 · EIN 37-1808847 | Other Fees | $61,874 |
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 | $48,322 | $54,193-10.8% | $93,606-48.4% | $77,643-37.8% |
| Participation rate | 96.3% | 63.9%+32.3pp | 68.7%+27.6pp | 70.6%+25.7pp |
| Annual return | 14.42% | 30.54%-16.1pp | 133.20%-118.8pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,696 | $1,168+45.2% | $2,420-29.9% | $2,726-37.8% |
| Participant deferral / active EE | $3,962 | $3,144+26.0% | $4,411-10.2% | $4,647-14.7% |
| Admin fee / account holder | $152 | $576-73.5% | $8,285-98.2% | $430-64.6% |