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 | $131,128 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST ADVISORY SERVICES INC Service code 99 · EIN 37-1808847 | Other Fees | $62,457 |
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 | $62,041 | $56,767+9.3% | $101,794-39.1% | $85,563-27.5% |
| Participation rate | 96.9% | 57.6%+39.3pp | 69.2%+27.7pp | 66.0%+30.9pp |
| Annual return | 15.91% | 17.76%-1.9pp | 30.53%-14.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,628 | $1,112+46.4% | $2,289-28.9% | $2,654-38.6% |
| Participant deferral / active EE | $4,010 | $2,720+47.4% | $4,084-1.8% | $4,375-8.4% |
| Admin fee / account holder | $177 | $1,098-83.9% | $8,777-98.0% | $834-78.8% |